3558 Portfolio Management Jobs - Page 25

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

About this role: Wells Fargo is seeking a (Commercial Banking Portfolio Manager). We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers Required Qualifications: 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA (FinanceBanking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics. Atleast 2+years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class) Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance). Well versed with Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moodys Risk Analytics would be a plus. Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors Excellent communication skills, with special focus on business writing skills for credit reports. Ability to read, comprehend and synthesize data regarding borrower performance market related information from multiple sources into one prescribed template. Advanced excel skills would be a plus

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers Required Qualifications: 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA (Finance Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics. 2+ years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class) Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance). Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moodys Risk Analytics would be a plus. Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors Excellent communication skills, with special focus on business writing skills for credit reports Ability to read, comprehend and synthesize data regarding borrower performance market related information from multiple sources into one prescribed template. Intermediary to advanced excel skills would be a plus Job Expectations: Evaluate financial performance of companies borrower guarantor commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period. This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. Perform market research using various third-party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against banks credit guidelines. Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and or approval committees. Understand the feedback received from the reviewers and implement the same in their day-to-day work. Quality check of work performed by junior team members and provide appropriate feedback on the same.

In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers Required Qualifications: 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA Finance (mandatory)/CFA/ Chartered Accountants Distinguishes between critical and irrelevant pieces of information. Gathers information from a variety of sources to reach a conclusion. Working Knowledge of Credit Products life cycle specially on commercial loan products. Ability to prepare internal memorandums while identifying and mitigating risk Strong knowledge of preparation and analysis of projected and proforma based financial statements. Strong knowledge on GAAP Accounting International Financial Reporting Standards Sound knowledge of ratio analysis, cash flow, and trend analysis. Should have experience of financial spreading across all the industries. Ability to read & analyze financial statements. Should be able to handle subjectivity in the financial analysis and substantiate with reasons. Excellent communication skills. Excellent knowledge of MS office application. Should be flexible to stretch as per business requirement. Able to multi-task to accomplish tasks effectively. Analytic skill. Attention to detail. Ability to work quickly & accurately while maintaining acceptable standards of workmanship. Ability to recognize and escalate to management for any process breaches. Highly motivated with strong organizational. Flexibility to work in different shifts. Ability to succeed in a team environment. Job Expectations: Responsible for performing financial analysis, calculating financial covenants, calculating yield, performing industry analysis, performing revenue analysis and preparing the financing memorandum Responsible for independently handling a variety of complex deals. Response independently to large and complex issues. Works under senior staff on more large and complex deals. Has comprehensive product and industry knowledge. Responsible for analyzing complex companies and industries, conducting credit analysis such as assigning credit rating for portfolios as well as underwriting, and providing reliable QC of junior team members work depending on requirement. Includes end to end responsibility of completing the request received from client includes financial spreading in credit analysis tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement. Responsible to complete Pro forma adjustments based on the projected financial information for assigning credit rating for underwriting requests. Responsible for Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills. Should be able to analyze Companys management and borrower/ guarantors strength & weaknesses. Responsible for assessing the repayment capacity of the highly leveraged Borrowers.

About this role: Wells Fargo is seeking a (Commercial Banking Portfolio Manager). We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers Required Qualifications: 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA (FinanceBanking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics. 2+years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class). Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance). Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moodys Risk Analytics would be a plus. Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors Excellent communication skills, with special focus on business writing skills for credit reports. Ability to read, comprehend and synthesize data regarding borrower performance market related information from multiple sources into one prescribed template. Intermediary to advanced excel skills would be a plus Job Expectations: Responsibility includes, but not limited to: Evaluate financial performance of companies borrower guarantor commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period. This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. Perform market research using various third-party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against banks credit guidelines. Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and or approval committees. Understand the feedback received from the reviewers and implement the same in their day-to-day work. Quality check of work performed by junior team members and provide appropriate feedback on the same.

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. In this role, you will: Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals Lead projects and teams or serve as a mentor for less experienced individuals Required Qualifications: 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA Finance (mandatory) / CFA/ Chartered Accountants Experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors. Distinguishes between critical and irrelevant pieces of information. Gathers information from a variety of sources to reach a conclusion. Working Knowledge of Credit Products life cycle specially on commercial loan products. Ability to prepare internal memorandums while identifying and mitigating risk Strong knowledge of preparation and analysis of projected and proforma based financial statements. Strong knowledge on GAAP Accounting International Financial Reporting Standards Sound knowledge of ratio analysis, cash flow, and trend analysis. Should have experience of Financial spreading across all the Industries. Ability to read & analyze financial statements. Should be able to handle subjectivity in the financial analysis and substantiate with reasons. Excellent communication skills. Excellent knowledge of MS office application. Should be flexible to stretch as per business requirement. Able to multi-task to accomplish tasks effectively. Analytic skill. Attention to detail. Ability to work quickly & accurately while maintaining acceptable standards of workmanship. Ability to recognize and escalate to management for any process breaches. Highly motivated with strong organizational. Flexibility to work in different shifts. Ability to succeed in a team environment. Job Expectations: Responsible for performing financial analysis, calculating financial covenants, calculating yield, performing industry analysis, performing revenue analysis and preparing the financing memorandum Responsible for independently handling a variety of complex deals. Response independently to large and complex issues. Works under senior staff on more large and complex deals. Has comprehensive product and industry knowledge. Responsible for analyzing complex companies and industries, conducting credit analysis such as assigning credit rating for portfolios as well as underwriting, and providing reliable QC of junior team members work depending on requirement. Includes end to end responsibility of completing the request received from client includes financial spreading in credit analysis tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement. Responsible to complete Pro forma adjustments based on the projected financial information for assigning credit rating for underwriting requests. Responsible for Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills. Should be able to analyze Companys management and borrower/ guarantors strength & weaknesses. Responsible for assessing the repayment capacity of the highly leveraged Borrowers.

Job description Role & responsibilities Exp. in Private Banking is must . To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Role & responsibilities Key functions will be: Due Diligence in credit analysis, customer application screening, evaluation, underwriting and sanctioning of loan. Responsible for the continued enhancement and execution of consumer credit risk strategy. Enhance the risk management capabilities in the automotive finance business by managing the consumer credit asset portfolio, manage various risks, implement effective mechanisms to mitigate them and frame guidelines for fraud detection & control as per regulatory requirements and leading industry practices. Manage credit buying process which monitors turnarounds, approvals, review of samples, Quality checks on process. Assist in Predictive Portfolio Performance Design and Implementation including development of analytic frame work, performance trigger and predictive forecasting triggers in portfolio management. Conduct quantitative validations, understanding & management of Credit Risk, Pricing and Risk measurements Responsible for smooth flow of process relating to credit Understanding & management of Credit Risk, Pricing and Risk measurements. Preferred candidate profile Graduate/MBA in Marketing 4 - 6 yrs experience in Secured/Unsecured products financing is a must. Good communication and pleasing personality. High level of Self Drive/Enthusiasm.

Greetings from avani Consultancy ! Role & 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. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

The candidate will be responsible for managing a team of 5-7 Relationship Managers (RMs) and providing guidance and mentorship to enhance customer engagement. Key responsibilities include customer portfolio management across various segments, reviewing RM portfolio performance, driving initiatives for book growth, cross-selling products, and improving customer experience. Collaboration with Branch Banking channels and CO is essential to identify growth opportunities and develop strategies aligning with organizational objectives. Key Responsibilities: - Manage and lead a team of 5-7 RMs to achieve organizational goals related to liability book growth, fee income, and portfolio quality metrics. - Guide and mentor RMs to ensure delivery of superior customer experience. - Supervise RMs to engage with the right set of customers and adhere to the defined operating rhythm cadence. - Conduct regular supervisory reviews as per defined cadence. - Conduct joint calls with RMs to enhance business conversions. - Address customer complaints and service issues promptly to ensure satisfactory closure within defined turnaround time. - Focus on portfolio quality through appropriate customer segment fitment, balance growth, cross-selling financial and non-financial products. - Encourage RMs to broaden customer relationship management by connecting with 100% of the mapped book. - Provide clear business objectives to the mapped RMs. - Monitor sales and service processes of RMs. - Take ownership of KRAs of Mapped RMs and Senior RMs across various customer segments. - Manage and minimize attrition in the mapped book of NTB and ETB customers. - Increase the liability book size of NTB and ETB customers mapped to reporting RMs. - Enhance customer profitability by capturing a larger share of the wallet. - Ensure accurate profiling of all customers. - Provide appropriate products and investment advisory services to customers through mapped RMs. - Ensure RMs are well-trained and equipped to handle customer requirements and service requests. - Recruit and train the relationship management team. - Ensure timely certifications for all mapped RMs. - Collaborate with Branch Heads, Cluster Heads, and Circle Business Managers to design action plans aligned with CO agendas and organizational goals. - Work closely with product teams to generate business from the mapped book of RMs. - Assist RMs in accelerating NTB acquisitions by building referrals and pipelines for new accounts.,

You will be responsible for developing SME LAP business in the assigned geography and monitoring the entire portfolio. Your main focus will be on enhancing and building the overall AUM of the SME LAP book in MMFSL volume. You will manage sales and distribution through cross-channel and open market channels, ensuring unilateral growth by adding new DSAs/Branches. Market trend analysis, product development, and market research will be crucial aspects of your role. You will be tasked with planning and executing market promotional activities according to market and business requirements, with a specific focus on increased productivity. Marketing and exploring catchment areas, meeting HNI clients to explain various products related to Loan against Property, and generating additional revenue through cross-selling and multi-selling of insurance will be key responsibilities. In addition, you will liaise with internal teams for business operations including Credit, Legal, Technical, RCU, and Operations. Understanding credit analysis, conducting personal discussions with clients for business understanding, coordinating for credit risk assessment, legal documentation, and disbursement will be part of your daily activities. Post-disbursement monitoring, company performance monitoring, maintaining portfolio quality, and relationship management with clients and dealers are essential components of this role. You will be responsible for end-to-end processing of cases, updating customers on the status, and ensuring top-class service delivery.,

We are looking for a Content Writer to join our editorial team and enrich our CRM based SaaS product and its services with new blog posts, guides, and marketing copy. Ultimately, you'll deliver quality writing pieces that appeal to our audiences, attract customers, and boost brand awareness. Responsibilities - Write clear marketing copy to promote our products/services [CRM based SaaS Product] - Prepare well-structured drafts using Content Management Systems - Proofread and edit blog posts before publication - Coordinate with marketing and design teams to illustrate articles - Conduct simple keyword research and use SEO guidelines to increase web traffic - Promote content on social media - Identify customers" needs and gaps in our content and recommend new topics - Ensure all-around consistency (style, fonts, images, and tone) - Update website contents as needed Requirements and Skills - Proven work experience as a Content Writer, Copywriter, or similar role for any CRM-based product or company is highly preferred - Portfolio of published articles - Familiarity with web publications - Excellent writing and editing skills in English - Hands-on experience with Content Management Systems (e.g., WordPress is a plus) - BBA, MBA in Marketing, MA in English, Mass Media & Journalism, or related field - LOCAL CANDIDATES ARE HIGHLY PREFERABLE Job Types: Full-time, Permanent Benefits: Paid sick time Schedule: Day shift Ability to commute/relocate: Surat City, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Preferred) Experience: Content creation: 1 year (Preferred) Location: Surat City, Surat, Gujarat (Preferred) Work Location: In person,

As a Product Manager - Debit cards in the Retail Liabilities department, your main role is to gain a deep understanding of customer experience, identify product gaps, and come up with innovative ideas to enhance market share, elevate customer experience, and stimulate growth. You will be responsible for creating a product vision in collaboration with internal teams and external partners, as well as developing pricing and positioning strategies. An essential part of your job will involve understanding tokenization, card security, and contactless technology. You will need to translate the product strategy into detailed requirements and prototypes, while also scoping and prioritizing activities based on their impact on the business and customers. Working closely with technology and operations teams, you will ensure quick time-to-market delivery and optimal resource utilization. Your responsibilities will also include driving product launches in coordination with internal stakeholders, managing card activation and portfolio, and handling compliance requirements. You will be required to engage and collaborate with partners and stakeholders, both internal and external, while aligning closely with Customer Service & Onboarding teams to ensure a robust customer experience. For this role, a graduation degree in any field is required, along with 5 to 10 years of relevant experience in sales.,

As a Sales Specialist at HP, you will play a crucial role in developing a long-term sales pipeline to enhance HP's market share in Digital Employee Experience (DEX), Endpoint Security, Virtual Desktop, and Remote Computing software solutions. Your primary responsibility will be to utilize your specialty expertise to identify new opportunities for customer value, expand existing opportunities, and drive pursuits in your specialty area. Additionally, you will provide support to Account Managers and set the direction for business development and solution replication. In this role, you will be instrumental in creating and nurturing reference customers, selling complex products or solutions on a partnership basis, and acting as a dedicated resource to strategic accounts. Building professional relationships with clients, including C-level executives, and understanding their unique business needs within their industry will be crucial. You will also leverage your cross-portfolio knowledge to integrate solutions and support account leads effectively. To excel in this position, you should possess a University or Bachelor's degree (Advanced University or MBA preferred) along with 7-10 years of related sales experience. Your previous work experience should demonstrate progressively higher quota achievement, diverse business customer interactions, and expertise in your field. Project management skills are also essential for this role. As a master in product knowledge, you will be expected to understand both HP's offerings and competitors" offerings to effectively sell large, complex solutions. Your ability to identify competitors" strengths and weaknesses and leverage this knowledge in accounts will be crucial. Demonstrating leadership in driving services sales, full portfolio engagement, and strategic planning will set you apart in this role. Collaborating with account leads and utilizing SFDC for accurate forecasting will be key components of your responsibilities. Furthermore, your role will involve engaging with partners to drive additional revenue, selling high-value software solutions, and promoting services as part of strategic opportunities. Staying abreast of industry trends, solutions, and partner offerings will be essential to your success in this role. Your strategic acumen, project oversight skills, and ability to build effective account plans will contribute to driving incremental revenue and establishing enduring executive relationships for HP.,

As the leader of the newly established wealth management division at MNCL group, your primary objective will be to spearhead the division's growth and assemble a dedicated team. Your role will involve managing portfolios of high net-worth individual (HNI) clients, offering personalized investment solutions, and ensuring top-notch branch banking operations. Your responsibilities will include managing and expanding a portfolio of HNI clients by understanding their financial objectives and delivering tailored investment strategies. You will provide personalized advice on investment products, asset allocation, and wealth management, aiming to build lasting client relationships through regular communication and portfolio reviews. Collaboration with internal teams is crucial to provide seamless branch banking services while ensuring compliance with regulatory standards and internal policies. Active involvement in business development activities to acquire new clients and enhance the portfolio will be a key focus. To excel in this role, you should hold a Bachelor's degree in finance, economics, business administration, or a related field, coupled with at least 6 years of proven experience in wealth management, particularly in handling HNI clients and offering customized investment solutions. A solid grasp of financial markets, investment products, and portfolio management is essential. Your interpersonal and communication skills should be excellent, enabling you to establish trust and rapport with clients. The ability to work collaboratively within a team and across departments will be vital. Possessing certifications such as CFP, CFA, or equivalent would be advantageous.,

10025 To underwrite corporate finance business and manage the portfolio in assigned area . o Support and co-partner with business teams to manage end to end credit approval for the designated region o Underwrite cases and present to senior level o Authorize deviations raised and documented by underwriters in compliance with credit policy. o Finalize review of credit memos, prepared by underwriters, and approval/ decline sign-offs on every file after checking for documentation requests. o Approve all disbursement requests on the basis of achieved adherence to requirements on agreement value, full documentation attainment at the branch level. o Monitor and oversee PDD management and ensure timely completion of personal discussion documents through customer visits in high value cases. o Oversee and initiate follow-ups with external vendors (FI, Legal & Technical valuations) to ensure timely query resolution/ report submission and eliminate any undue/ non-process related delays. o Co-ordinate with the recoveries team and generate business insights. o Lead a team of credit approvers to ensure portfolio quality and delinquencies. o Engage in development, implementation, review and monitoring of various credit programs and providing training and coaching to continuously upgrade the competency of the team and improving upon processing efficiency of the HUB o Ensure due diligence in credit analysis, customer application screening, evaluation, underwriting and sanctioning of loan. o Evolve underwriting norms customized to the local market needs and ensure continued enhancement and execution of consumer credit risk strategy. MBA/PGDBA/PGPM/ CA or Equivalent,

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

What are we looking for Sharekhan is seeking a highly driven and client-focused Wealth Manager. This role is crucial for acquiring and nurturing client relationships, gathering assets across a diverse portfolio of investment products, and driving consistent growth in AUM and revenue. You'll be instrumental in delivering personalized investment strategies and ensuring exceptional client satisfaction. Key Responsibilities: Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow, & Revenue from the mapped book. Contributing Responsibilities: Acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are conducted per day within your assigned territory.

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Citi's Risk Management organization oversees risk-taking activities and assesses risks and issues independently of the front line units. We establish and maintain the enterprise risk management framework that ensures the ability to consistently identify, measure, monitor, control, and report material aggregate risks. We are currently looking for a high caliber professional to join our team as Vice President, Independent Risk - Credit Approver - Hybrid (Internal Job Title: Credit Portfolio Officer - C13) based in Mumbai, India. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decisions, and manage your financial well-being to help plan for your future. The Credit Portfolio Officer mid-level position is responsible for leading activities including credit review, credit approvals, and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties. In this role, you are expected to: - Provide independent review and approval of extensions of credit to the allocated portfolio spread across diverse industries. - Exercise independent credit underwriting decisions as per delegated credit authority. - Participate in audits/reviews - internal, regulatory, etc. Will work with other stakeholders in maintaining data quality/correct reporting. - Lead key business projects and the implementation of initiatives related to policy governance and manage policy exceptions/approvals and entries. - Conduct gap analysis and remediation work of any misalignments for policy changes. - Provide regular feedback on all initiatives, tracking, reviewing, and reporting emerging trends and opportunities to senior management. - Review and approval of criticized portfolio; formulation of account strategies and supporting remedial activities. - Monitor the trending of customers" business - this will include doing independent research on the industry segments, collating feedback from trade and industry leads, meetings with customers, etc. - Assist in implementing the Early Warning process so that credit-related trends are identified early on. - Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. As a successful candidate, you'd ideally have the following skills and exposure: Qualifications and Experience: - The candidate should have around 7-12 years of credit experience across Small and Medium Enterprises (SME) and/or Mid-Market Enterprises (MME)/portfolio management. - Experience in handling early warning/remedial portfolio will be beneficial. - Consistently demonstrate clear and concise written and verbal communication. - Demonstrated ability to view data holistically and remain detail-oriented to synthesize, prioritize, and deliver results with urgency. - Demonstrated interpersonal, organizational, analytical, presentation, facilitation, negotiation, and strategic skills. - Proven ability to obtain support and buy-in across a wide range of internal and external audiences. Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact. Take the next step in your career, apply for this role at Citi today.,

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Business Development Assists the Team lead to broaden and deepen relationships with financial intermediaries in MEA region. Supports the Team lead across products groups like resource raising, financial markets, trade finance, cash management, etc Works in close coordination with the various product/business/service groups to ensure quality service delivery

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands 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 HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands 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 HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance