7284 Portfolio Management Jobs - Page 23

As a Prime LAP Loan Officer, your role involves assessing and evaluating loan applications. You will be analyzing financial statements, income documents, property details, and credit bureau reports to make informed recommendations on sanction or rejection based on credit policy. Your responsibilities include: - Conducting credit appraisal within defined turnaround times while ensuring strict adherence to internal credit policies, regulatory compliance, and risk management frameworks. - Collaborating with sales, operations, and legal teams to facilitate smooth loan processing and disbursement. - Monitoring portfolio quality by tracking early delinquencies, underwriting trends, and market risk...

Role Overview: At bp, you will be part of the Global Concept Development (GCD) organization within P&O Projects, responsible for developing a global portfolio of upstream oil and gas projects, including decarbonizing opportunities on existing assets. As a Front-End Project Engineer based in Pune, India, your role will involve early business and facilities planning for major projects, focusing on Pre-Projects (FEL1) and Concept Development / Optimize / Pre-FEED (FEL2). You will play a key role in selecting safe, commercially robust project concepts and driving efficiency gains to shape the future of the business. Key Responsibilities: - Demonstrate a strong commitment to HSE (Health, Safety, ...

Role Overview: As an investment consultant at KKR's Private Asset Backed Finance business in Gurugram, you will play a crucial role in managing the trading performance of the global Private Credit & Private ABF books. Your responsibilities will include ongoing proactive performance monitoring, financial modeling, updating performance metrics, preparation of quarterly reviews, collaboration with various teams across KKR, and the opportunity to take ownership of portfolio monitoring and reporting on certain deals. This consultancy role will require you to work from KKRs office in Gurugram at least 4 days a week. Key Responsibilities: - Ongoing proactive performance monitoring of the structured...

As a WCR Stress testing - AVP at Barclays, you will play a key role in evolving the digital landscape of the company, driving innovation and excellence. You will work closely with risk pillars across Credit, Counterparty Credit, Market risk, and Treasury to run the overall Stress testing framework. Your responsibilities will include: - Supporting the team in running the Stress testing framework by collaborating with risk pillars. - Driving, engaging, and delivering strategic, individual, and operational business objectives and targets. - Managing Country stress expected loss limits and breaches through analysis and monitoring of underlying factors. - Ensuring target achievement while adherin...

About the Role: Virtual relationship managers act as the single point of contact for customers banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz. phone call, email. They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience Key Responsibilities: Manage HNI / Ultra HNI Customer relationships, enhance portfolio value and cross-sell banking produc...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. **Role Overview:** As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients in the Wealth or Asset management Industry. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders a...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

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

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 Chennai Week off - Sunday

We are hiring a BRM with 4+ years of exp in banking Role involves client portfolio management, relationship cross-selling, and achieving branch business targets. Interested Candidates Can send your updated resume to hilda@liveconnections.in

Job Description: Sales Manager Luxury Real Estate Location: Gurgaon Employment Type: Full-Time Experience: 2- 5 Years (Real Estate / Luxury Sales Preferred) Company: Rathi Global Realty Service Pvt. Ltd. Step into a World of Distinction. Rathi Global Realty Pvt. Ltd. is not only a premier consulting firm in the luxury and ultra-luxury real estate segment , we also Curate Lifestyles catering exclusively to HNIs & UHNIs. We partner with India’s most reputed developers including DLF, Godrej, Adani, Lodha, Emaar, and Sobha , delivering bespoke property solutions with excellence, trust, and integrity. Role Overview : Luxury Real Estate Sales Manager Key Responsibilities: Engage and consult elite ...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel

Job Title: Product Development Manager (Laundry Premium Powders) Team: GDC Powders Location: Mumbai HURC, India About Unilever Established over 100 years ago, we are one of the worlds largest consumer goods companies. We are known for our great brands and our belief that doing business the right way drives superior performance. We believe that the winning businesses of tomorrow will be those which anticipate and respond to the huge changes shaping peoples lives across the world. We are more certain than ever that it is the right time to focus our sustainability efforts on the four key priorities where we are best placed to drive impact: climate , nature , plastics and livelihoods . Business ...

Roles and Responsibilities More than 3 years of experience required in Banking, Portfolio Management, Cross selling of bank products, sales knowledge Job Role & Location:- BM PB Teller Authorizer CCE/CEE (Teller/WD) PB Classic PB Sales Location: Bilaspur Cluster Chhattisgrah Perks and Benefits As per Industry Walk in date - 15 September 2025 Walk in time - 03:00 pm to 05:00 pm Address - HDFC Bank Ltd, Nehru Chowk Branch, Second floor, Nehru Chowk, Bilaspur, Chhattisgarh. Thanks..

Any candidate who wants to apply can contact on the given contact number. 08375858125 Responsible for managing financial records of investment funds, ensuring accurate reporting, compliance, and timely reconciliation. Key Responsibilities: Prepare and review financial statements for funds. Calculate and report Net Asset Values (NAV). Reconcile fund accounts and resolve discrepancies. Ensure compliance with accounting standards and regulations. Assist in audits and tax filings. Monitor fund expenses and cash flows. Qualifications: Bachelor's degree in Accounting, Finance, or related field. Proficiency in accounting software and Excel. Strong analytical and attention to detail skills. Effectiv...

Aditya Birla Capital Kolkata park street. Job Description Job Purpose:Financial consultant/ASSOCIATE Partner Providing strategic advice across a variety of financial products and services. Assessing client's overall financial picture, understand their needs and develop a solid financial plan. Guiding clients towards a profitable and secure financial decision. The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers. Key Responsibilities : 1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet. 2. Prov...

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 custo...

RPMG: Portfolio Manager Reach Market INTERNAL USAGE: No. of Vacancies: Reports to: Cluster Portfolio Manager Is a Team leader N Team Size: Grade: AM/DM Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: Location: PAN India 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 receivables/collections business of the bank About the Role The Portfolio Manager for reach market is responsible for managing the...

RPMG: Portfolio Manager Reach Market INTERNAL USAGE: No. of Vacancies: Reports to: Cluster Portfolio Manager Is a Team leader N Team Size: Grade: AM/DM Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: Location: PAN India 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 receivables/collections business of the bank About the Role The Portfolio Manager for reach market is responsible for managing the...

About Retail Lending: The Retail Lending 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 Product team manages the entire product line life cycle from strategic planning to tactical activities. They are responsible for conceptualizing and implementing the strategic plan to steer top line growth and bottom line delivery. The Product team is also responsible for Product Development, Portfolio Management and Analysis. Key Responsibi...

Job Title: Product Development Manager (Laundry Premium Powders) Team: GDC Powders Location: Mumbai HURC, India ABOUT UNILEVER: Established over 100 years ago, we are one of the world's largest consumer goods companies. We are known for our great brands and our belief that doing business the right way drives superior performance. We believe that the winning businesses of tomorrow will be those which anticipate and respond to the huge changes shaping people's lives across the world. We are more certain than ever that it is the right time to focus our sustainability efforts on the four key priorities where we are best placed to drive impact: climate , nature , plastics and livelihoods . Busine...

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience