7284 Portfolio Management Jobs - Page 24

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

Dear Aspirant, Welcome to [ Resource pro ], a leader in the property and casualty insurance sector. Our mission is to deliver exceptional solutions that safeguard our clients' futures while promoting a culture of innovation and excellence. ReSource Pro Operational Solutions Private Limited, Bangalore About ReSource Pro: About Us: ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pros global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Compa...

Role Overview: As an Area Sales Manager for Affordable Home Loans at IDFC First, your main responsibility is to scale up the home loan business for Micro Business Loan branches in a designated area. You will achieve this by efficiently delivering banking services to customers, collaborating with various teams, and ensuring a seamless customer experience. Your goal is to make IDFC First the primary bank for all banking needs in the area. Key Responsibilities: - Acquire Home loan customers in the identified segment and generate references from the specified catchment area. - Increase the asset under management base for home loan lending solutions and meet revenue, cost, profitability, and port...

Role Overview: As the Chief Investment Officer (CIO) at VCMint, you will be the investing engine responsible for owning the funnel from sourcing, evaluation, diligence, execution, to portfolio support. Your role will involve crafting investment theses, building a high-quality deal pipeline, conducting rigorous sectoral and company-specific evaluations, orchestrating Legal Due Diligence (LDD) and Financial Due Diligence (FDD) with external partners, and activating the advisor network to support portfolio founders. Working closely with Aditya and Neelima, you will maintain a fast-paced, founder-friendly, and operationally sharp environment. Key Responsibilities: - Sourcing & Thesis - Build and...

Role Overview: As an advertising specialist, your role will involve soliciting advertisements in the online industry. You will be responsible for creating interest in our sites among industry clients, media buying houses, and advertising agencies to sell advertisement-related products. Your primary objective will be to understand the specific endorsement requests of clients and bring new business to the organization by identifying prospective clients and their advertisement needs. It is essential to have the ability to liaise with advertisement agencies and media buying houses. Key Responsibilities: - Devising an appropriate portfolio of advertisement products for our websites to offer to cl...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer ...

As a part of Dhanesvari Commodities Pvt Ltd, your role will involve the following responsibilities: - Making new clients and encouraging investments in various financial instruments such as Mutual Funds, Equity Market, Bonds, Fixed Deposits, Life Insurance, and Health Insurance. - Collaborating with HR managers of Companies and Associations to organize webinars on Tax Planning and Advance Portfolio Management. - Coordinating with asset management companies and life insurance companies to enhance client service. Qualifications required for this role include: - Education background in BBA, BCOM, MBA, or MCOM. Please note the following salary brackets based on education level: - For Graduates: ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition a...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - Koramangala Main & Girinagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitab...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB based across Bangalore. Job Locations: Bangalore - Koramangala Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. En...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

You will be responsible for leading a team of branch staff to drive consistent business development, customer acquisition, and retention. Your main goal will be to achieve business and revenue targets while ensuring quality service to customers, operational adherence, and maintaining the asset quality of the portfolio. Key Responsibilities: - Lead a team of branch staff to drive business development and achieve revenue targets - Focus on customer acquisition and retention strategies - Ensure quality service delivery to customers - Maintain operational adherence and asset quality of the portfolio Qualifications Required: - Graduates or Post Graduates with a minimum of 3 years of experience in...

Role Overview: As an Area Head - Group Loans in the Rural Banking department, your main objective will be to maintain high-class portfolio quality by ensuring collections efficiency and consistent growth in the portfolio. You will also be responsible for upholding high compliance standards. Key Responsibilities: - Sales and collections management of Joint Liability Group (JLG), Micro Housing Loans (MHL), and related products - Maintaining collections efficiency above 99.7% across different buckets - Acquiring new-to-bank (NTB) customers while retaining existing ones - Growing the portfolio by increasing customer numbers and disbursal amounts - Ensuring high compliance standards through conti...

Role Overview: As a Partner - Financial Sponsor in the Wholesale Banking division's New Economy Group, you will play a strategic role in managing relationships with venture capital (VC) firms, private equity (PE) firms, and other financial sponsors. Your primary responsibility will be to build and nurture high-impact relationships with these entities to provide bespoke banking solutions and engage fruitfully with the Financial Sponsors. Key Responsibilities: - Identify, acquire, and manage relationships with Financial Sponsors, focusing on larger entities. - Establish banking relationships at both the institutional/fund management level and with key decision-makers within the sponsor ecosyst...

Role Overview: As an Area Head - JLG, your primary responsibility will be to ensure high class portfolio quality by maintaining collections efficiency and consistent growth in the portfolio. You will be expected to maintain high compliance standards while focusing on sales and collections of the JLG product. Key Responsibilities: - Maintain high class collections efficiency across buckets, with current bucket collections above 99.5%. - Acquire new-to-bank (NTB) customers while retaining existing ones. - Drive portfolio growth by increasing the number of customers and consistently delivering the desired disbursal amount. - Uphold high compliance standards by conducting continuous portfolio ch...

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - Infantry Road Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Sp...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Halasuru) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition an...

Role Overview: You will be responsible for generating business under JLG Loan and maintaining the productivity and profitability of the Branch for all products. Your main focus will be on achieving the set target of disbursement and cross-selling products for the branch. Additionally, you will spearhead the Sales, ensuring revenue generation and client servicing for the branch. Your role will involve defining business targets, developing strategies for market penetration across various segments, and improving the overall business of the organization. You will lead a team of competent sales recovery executives, providing training, guidance, and motivation to enhance their quality and producti...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program...

Role Overview: As a financial advisor, your main role will involve engaging with clients to understand their financial goals, risk tolerance, and current financial status. Based on this information, you will provide tailored financial planning strategies to help clients achieve their objectives. This position requires a thorough understanding of financial products and regulations to offer sound advice to clients. Key Responsibilities: - Engage with clients to gather information such as expenses, income, insurance coverage, and tax status to develop personalized financial plans. - Provide financial advice and answer client inquiries regarding financial strategies and plans. - Recommend approp...

Role Overview: As a Branch Sales Manager for Affordable Home Loans, your primary responsibility will be to scale up and grow the customer base for the branch. You will need to develop constructive relationships with customers and work closely with them to boost business volume across different geographies. Your role will involve establishing a strong foundation with customers as their preferred financial partner, focusing on customer sourcing, acquisitions, and building relationships with key dealers and strategic partners. Key Responsibilities: - Acquire Home loan customers in the identified segment and generate references from the specified catchment area. - Grow the asset under management...