10126 Portfolio Management Jobs - Page 26

Leads client services programs while overseeing the development, implementation, and revision of policies and procedures as needed to improve onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. Communicates results of client services initiatives of the organization to leadership team, including key takeaways and opportunities for improvement. Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle. Resolves the most challenging client inquiries facing the client service department by evaluating client-specific circumstances and collabo...

Kotak Mahindra Bank Limited is looking for RM Professional to join our dynamic team and embark on a rewarding career journey Set performance goals and targets for the locations under your supervision Monitor the performance of the locations and identify areas for improvement Provide support and guidance to location managers and employees to help them meet performance goals Conduct regular meetings with location managers to discuss performance and address any issues or concerns Develop and implement strategies to improve customer satisfaction and retention Develop and implement policies and procedures to ensure compliance with company standards Manage the budget for the region and ensure that...

We are seeking a qualified and experienced Credit Manager to lead a team of credit professionals in underwriting and managing proposals for Working Capital Fice, including both fund and non-fund based products. The role involves evaluating customer proposals, structuring deals, and ensuring high-quality credit decisions within defined turnaround times. The ideal candidate will have strong analytical skills, a deep understanding of ficials and property-related aspects, and the ability to maintain portfolio quality. The role also includes mentoring team members, coordinating with cross-functional departments, and implementing policies effectively at the ground level. Manage a team of Credit Ma...

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and ...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 give...

Job Summary: We are looking for dynamic and result-oriented Wealth Managers who will be responsible for acquiring, managing, and growing high-value client relationships by providing expert financial and investment advisory. Key Responsibilities: Drive business development through mutual funds, insurance, PMS, and other investment products via unbiased and high-quality advisory. Develop new client relationships and manage existing ones to ensure revenue growth, profitability, and client satisfaction. Manage and motivate the sales team to achieve financial targets and business objectives. Acquire and maintain relationships with Retail, HNI, Ultra HNI, and Corporate clients . Cross-sell insuran...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You wil...

About The Role Skill required: Talent & HR - Talent Management Designation: Portfolio Delivery Lead Senior Manager Qualifications: Any Graduation Years of Experience: 16 to 25 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song" all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. ...

PTC Execution & Strategic Target Achievement: Strategic Collaboration: Work in close partnership with the Financial Institutions Group (FIG) to achieve and exceed budgeted PSL targets under the FIG PSL umbrella Compliance & Documentation Excellence: Ensure all disbursements are executed strictly in line with the banks PSL targets, maintaining impeccable documentation and unwavering adherence to all regulatory and internal compliance standards Inter-Departmental Coordination (CBG & SME): Corporate & Business Banking Group (CBG): Coordinate effectively with the CBG to meet and surpass their respective PTC objectives Small & Medium Enterprises (SME): Collaborate proactively with the SME unit to...

We are looking for an Analyst (or Senior Analyst) to join our growing Risk Analytics team This individual will play a hybrid role supporting: Daily risk production support ensuring the timely and accurate delivery of risk metrics Risk analytics support conducting in-depth analysis on portfolio and market risks using our enterprise risk platform (e g , MSCI RiskManager) Risk model implementation contributing to product onboarding, governance, and enhancements aligned with investment strategies and asset characteristics This role is ideal for someone who combines strong analytical skills, a sound understanding of capital markets and risk concepts, and the ability to engage with data and models...

Responsible for overall leadership and delivery of a group of projects underpinned by a common theme and related business case May manage some elements of a larger/more significant/complex Programme or all of a smaller, simpler Programme: 5-10 direct reports The identification, planning and coordination of a set of projects or work streams within a programme of business change, to manage their interdependencies in support of specific business strategies: Maintains a strategic view over the set of projects, providing the framework for implementing business initiatives, or large-scale change, by achieving a vision of the outcome of the project or programme Aligns the objectives for defined and...

About The Role Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : ServiceNow Strategic Portfolio Management (SPM) Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Developer, you will design, build, and configure applications to meet business process and application requirements. A typical day involves collaborating with various teams to understand their needs, developing solutions that align with business objectives, and ensuring that applications are optimized fo...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : ServiceNow Strategic Portfolio Management (SPM) Good to have skills : NA Minimum 2 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. You will play a crucial role in ensuring the successful implementation of applications. Your typical day will involve collaborating with stakeholders to ga...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You wil...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Role & responsibilities Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%) Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%) Minimum objective 10% growth in AUM for s...

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. * Instrumental in augmenting sales target of casa per month

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

As a Relationship Manager HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of ficial markets, investment products, and client relationship management. You will be responsible for delivering customized ficial solutions, driving asset growth, and ensuring exceptional client service. The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management. As a Relationship Manager HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized ficial solutions and delivering exceptional se...

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, youll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role Responsible for the planning, coordination, and delivery of Enterprise Communications cross cutting and portfolio managemen...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality custo...

Join us as a Delivery Lead at Barclays. Responsible for overall leadership and delivery of a group of projects underpinned by a common theme and related business case. May manage some elements of a larger/more significant/complex Programme or all of a smaller, simpler Programme: 5-10 direct reports. The identification, planning and coordination of a set of projects or work streams within a programme of business change, to manage their interdependencies in support of specific business strategies: Maintains a strategic view over the set of projects, providing the framework for implementing business initiatives, or large-scale change, by achieving a vision of the outcome of the project or progr...

5-8 years in Liability underwriting Overall Industry experience of 8-10 years Underwriting experience of financial lines and causality lines Cyber knowledge is added advantage Good working knowledge of MS Excel, Power Point and Word Job Profile Regional underwriting Profile: - Responsible for regional underwriting of Liability LOB Quote preparation Training for employees and intermediaries Retention management Market development Portfolio Management Exposure in product filing Qualifications Bachelor s degree About Us

Salary: 30 to 45 LPA Exp: 7 to 13 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders. - Le...