10126 Portfolio Management Jobs - Page 25

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role: The candidate will be expected to manage a team of 5-7 RMs and will be responsible to guide and mentor them for better customer engagement. Key roles will include customer portfolio management (ETB and NTB, salaried, savings, NR, etc.), review of overall RM portfolio performance and driving initiatives to improve book growth, increase product cr...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Ho Unit Aditya Birla Finance Ltd Location Bangalore Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Manager Reports to: Poornata Position Title Function Sales-SLS Reports to: Function Department BGFMRS-Mortgages Retail Sales Reports to: Department Designation of the Employee Area Sales Manager Designation of the Manager Date of writing/updation of JD 10 th May 2022 Job Purpose: Write the purpose for which the job exists (in 2-3 lines) ( Max 13...

Employment Type: Full-time Location: Vandalur Reporting to: CEO Crescent Innovation & Incubation Council (CIIC) is a university-based incubator at BS Abdur Rahman Crescent Institute of Science & Technology. Supporting 130 startups in Life Sciences, Industry 4.0, and Smart & Clean Mobility, CIIC operates as a Section-8 not-for-profit company, functioning as a One Stop Shop Startup Incubator. It fosters a collaborative entrepreneurial ecosystem for students, faculty, industry, investors, government, and society. Crescent Innovation and Incubation Council (CIIC) is looking for a dynamic Investment Analyst / Portfolio Manager to strengthen our fundraising and investment support for high-potentia...

Program Governance & Oversight Lead governance across multiple related projects, ensuring alignment with organizational goals. Manage dependencies, risks, and benefits realization across workstreams. Maintain a strategic view of customer challenges and identify opportunities for improvement. Planning & Delivery Develop detailed project charters, statements of work, and plans using methodologies like Agile or Waterfall. Oversee execution of complex programs, including those involving multiple business units or customized deliverables. Ensure successful implementation of contractual obligations and strategic initiatives. Stakeholder Management Act as the central point of contact for clients an...

Program Governance & Oversight Lead governance across multiple related projects, ensuring alignment with organizational goals. Manage dependencies, risks, and benefits realization across workstreams. Maintain a strategic view of customer challenges and identify opportunities for improvement. Planning & Delivery Develop detailed project charters, statements of work, and plans using methodologies like Agile or Waterfall. Oversee execution of complex programs, including those involving multiple business units or customized deliverables. Ensure successful implementation of contractual obligations and strategic initiatives. Stakeholder Management Act as the central point of contact for clients an...

We are hiring for one of our reputed client for the role of Senior investment analyst ,the other details are as follows: Role Overview We are seeking a Senior Investment Analyst with strong experience in Venture Capital, Growth Equity, or Family Office investing into Startup. The candidate will play a critical role in sourcing, evaluating, and managing investments across startups and growth-stage companies (50% allocation) while contributing to the funds broader cross-asset investment strategy. This role provides a unique opportunity to work closely with the Managing Partners and the Investment Committee, taking ownership of deal execution, due diligence, and value creation for Indias next g...

We are seeking a talented individual to join our Global Data Team at Mercer. He/she will be an experienced investment data professional with specialist knowledge of investment and accounting books of record Associate Director - Investment Management We will count you to: Drive the delivery and operational support for key investment data domains including accounting book of record and investment book of record Collaborate with data solutions and operations leadership to define and enhance the control environment for operational investment data. Ensure there is detailed support documentation that aligns closely with operations business requirements, data mappings, dependencies, data definition...

About your role The Assistant Manager - Supplier Relationship Management Center of Excellence will work with identified supplier relationship managers (SRMs) for key Business Functions in managing suppliers in line with risk appetite, optimising post-contract value, and developing a transparently sustainable supply baseThe role holder will run routines for a defined element of the supplier portfolio, and will ensure that the requirements, contractual obligations, Procurement policy, and business unit objectives are met and evidenced in regular routines The role holder will collaborate closely with senior stakeholders from across FIL to establish broad internal stakeholder relationships, driv...

Business Growth: Responsible for Business Development & Dealer Development for theAssigned Geography. To establish and maintain business strategies to meet MS% and Business Targets in theassigned Geography. Synergy: To enhance synergy between the dealer. To handle customer, employee, product & process related challenges and resolve it. Portfolio Management: Infant delinquency to be handled for ... Area Business Manager (Farm Equipment Loans) Udaipur Udaipur - Apply JobItUs ATS Area Business Manager (Farm Equipment Loans) Udaipur Area Business Manager (Farm Equipment Loans) Udaipur Job Description: Business Growth: Responsible for Business Development & Dealer Development for the Assigned Geo...

Operations Team Member - Support Services-Treasury Operations Job Role: Review the retail and wholesale portfolio every month with respect to delinquency / losses / fraud for the period underwritten. Portfolio Management based on accurate evaluation of portfolio performance, market developments and new product management imperatives. Design and implement risk assessment model for retail portfolio and wholesale portfolio. Preparation of monthly qualitative and quantitative risk assessment report and present to senior management. Preparation of loss forecasting model and reviewing the same on Qtrly basis. Qtrly analysis of LWO written off in past qtr and present the report to the senior manage...

We are looking for a skilled Relationship Manager with 6 to 11 years of experience to join our team at P.S International HR Consultants. The ideal candidate will have a strong background in sales and relationship management. Roles and Responsibility Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions. Identify new business opportunities and generate leads through networking and market research. Conduct presentations and pitches to showcase products or services. Collaborate with internal teams to ensure seamless delivery of services. Provide exceptional customer service and support to existing clients. Analyze market trends and compe...

Role Description :As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintainin...

Role & responsibilities Manage the Ongoing STEM Project across eight locations executed by Program Officers and Project Engineers. Build the portfolio of STEM Education/Future Skills Vertical. Design & operationalize the new STEM Projects. Manage the human resurces, finance, communication & reporting of STEM Projects. Liasioning with partners and government education department at state and national level. Relationship building with IITs/IIMS/Govt. Training Centers/Engineering Institutions / Universities to leverage resources and innovative practices. Identification and mapping of state, national and international competition opportunities and participation for the same. Conduct onsites supp...

1. Strategic Program Leadership & Oversight (Weightage: 25%) Strategic Planning: Lead the development of the multi-year strategy, regional expansion plans, and annual operational goals for the English Projects vertical, consolidating input from Project Managers. Execution Oversight: Provide high-level guidance, risk assessment, and complex decision-making support to Project Managers to ensure on-time, high-quality delivery across all projects and locations. Program Design Review: Review and approve significant program design adjustments and systemic intervention strategies suggested by Project Managers to ensure feasibility and maximize systemic impact. Quality Audits: Conduct high-stakes, p...