13295 Portfolio Management Jobs - Page 27

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

Job Description: We are hiring a result-driven Sales Manager Equity to lead equity sales, manage a team, and drive business growth. The role involves P&L ownership, HNI client acquisition, and team leadership. Key Responsibilities: Drive equity sales and revenue targets Build, manage, and mentor sales team Handle HNI, institutional & retail clients Sell equity products (stocks, ETFs, derivatives) Ensure SEBI and internal compliance Preferred candidate profile Graduate in Finance / Commerce / Economics NISM Certification preferred Candidates with strong equity sales experience and team handling background are highly preferred. Immediate to 30-day joiners will be given priority.

Urgent hiring for Relationship manager for one of the leading pvt ltd bank. Role Overview - Manage an assigned affluent & wealth client portfolio , drive CASA growth , cross-sell banking and wealth products, acquire new clients, and deliver a premium banking experience while ensuring compliance and service excellence. Key Responsibilities Grow CASA value and acquire new affluent / wealth clients Deepen relationships through cross-sell of banking, investment & loan products Increase product holding per customer within the mapped portfolio Provide seamless onboarding on Mobile/Net Banking, SIPs, Insurance, Investments & Loans Handle walk-in customers , routine transactions, fund transfers, dep...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Dear Candidate, Urgent opening with leading Real Estate company. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika - 022-40697708 / 8369367973 Purpose of the Role As a Customer Experience Manager (CEM), you are the face of Company to our customers a strategic partner who balances empathy with execution, and service with sales. You'll own the relationship across a portfolio of ~250 high-value customers, contributing to 120 Cr in collections and 30 Cr in new business generation annually. CTC : Upto 12 LPA Location : Delhi - CyberCity Key Responsibilities: Customer Engagement Manage lifecycle relationships with ~250 customers across allo...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank 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 Bank HNI/NRI Relationships. • Drive...

We are looking for a skilled ServiceNow Developer with hands-on experience in Strategic Portfolio Management (SPM)/ITBM to join our team. The ideal candidate will have deep knowledge of the ServiceNow platform, specifically modules like Project Portfolio Management (PPM), Demand, Ideas, Resource Management, and Agile Development. This role will be instrumental in implementing, customizing, and enhancing the SPM suite to meet business needs, streamline portfolio governance, and support strategic decision-making. ________________________________________ Key Responsibilities: Design, configure, and implement ServiceNow SPM modules, including: Idea, Demand, Project, Program, and Portfolio Manage...

Role & responsibilities Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer sati...

Roles and Responsibilities More than 3 years of experience required in Banking, Portfolio Management, Cross selling of bank products, sales knowledge Job Role & Location:- PB Teller Authorizer -Chaitaniyanagar-Raigarh & Baramkela Teller - Ghargoda & Pithora PB Classic -Raigarh , Basna ,Sarangarh Perks and Benefits As per Industry Walk in date - 24 December 2025 Walk in time - 11:00 am to 03:00 pm Address - HDFC Bank Ltd, Ward no,01,Shankar Nagar, Raipur Road, Mahasamund Chhattisgarh.

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and provide personalized banking solutions to meet their financial needs. Identify new business opportunities through cross-selling of retail liabilities, priority banking products, mutual funds, and other relevant services. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Meet or exceed monthly targets for sales growth, revenue generation, and portfolio expansion.

Responsibilities: Mutual funds advisory to HNIs Prospect for new sales leads and close sales Qualifications: 2-8 years of work experience with Mutual Funds and PMS Compensation: 27,000 - 47,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer.

Job Description: R&D Project Management Office (PMO) Lead Position Title R&D Project Management Office (PMO) Lead Reporting Line Reports to the Vice President of Research & Development Position Summary The R&D Project Management Office (PMO) Lead is a strategic partner to the R&D leadership team, responsible for establishing and managing a collaborative PMO that balances agile innovation with disciplined execution. This role is pivotal in driving the operational excellence of the entire R&D pipeline, from ideation to launch. The PMO Lead will architect and implement best-in-class frameworks for portfolio management, data-driven prioritization, proactive risk mitigation, and continuous proces...

Long Description Key Responsibilities: Funding and Portfolio Management: Assist in processing fundings for DDTL and RCF facilities. Act as a primary point of contact for the investment team and external clients, ensuring proactive management of the loan portfolio. Monitor borrower and administrative agent emails for new borrowing requests and prepare related capital call files. Research and Analysis: Conduct detailed research using various data vendors and systems to validate static data and other portfolio details. Perform detailed analysis and ensure timely delivery within a highly compliant, error-free framework. Deal Closings: Participate in private deal closing activities, including: En...

Your Responsibilities: Set up, configure, and maintain Jira Align (programs, portfolios, hierarchies, roadmaps, OKRs, etc.). Manage user roles, permissions, and custom fields in line with APAC compliance standards. Maintain and troubleshoot integrations between Jira Align and Jira, including mappings, workflows, and sync rules. Support Lean Portfolio Management activities such as PI Planning and value stream mapping for APAC teams. Partner with Release Train Engineers (RTEs), Product Managers, and Portfolio Managers to maximize Jira Align value. Build executive-level dashboards, reports, and visualizations tailored to APAC leadership. Monitor sync health and resolve integration or data issue...

1) Job Purpose : Write the purpose for which the job exists (in 23 lines) ( Max 1325 Characters) The purpose of this job is to plan area (city/ branch) sales and business growth with the Regional Head (Sales) and achieve set targets through the team while complying with sales processes and guidelines at all times. It takes joint approval decisions with Risk counterpart as per approval matrix, and works with Risk, Operations and Sales Goverce teams to ensure portfolio health. It works to support business profitability by addressing underperformance, adopting process improvements, capitalizing on channel optimization opportunities, etc It intervenes as required in specific cases/ exceptions an...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provokin...

Job Description Key Roles and Responsibilities: Team Building and Channel Development. Achievement of business plan and strategies. Regular review meetings with team below above Portfolio management in coordination OPS Collection Asset Verification of the cases under processing Random field visits Collections of the ED NS cases What we're looking for: Person should be from the same domain only with relevant experience. Candidates with experience in Commercial Vehicle Loan etc shall be given due weightage Should have a proven track record of growth Good grasping over collections should be there. Notable interpersonal skills. Preference to locals.

As part of our expansion, Azentio is looking to hire a Solutions Architect Sales Engineering based in Bangalore, India, or Mumbai, India , to support go to market activities for the MFund Capital Markets platform. This role will partner closely with regional and global sales teams to deliver tailored solutions to capital markets clients across APAC . The role demands strong domain and technical expertise, client-facing experience, and readiness for frequent international travel. Key Responsibilities 1. Client Engagement Partner with Sales to understand client needs and articulate MFund capabilities accordingly. Deliver compelling product demonstrations and solution presentations tailored to ...

We are looking for a dynamic and experienced Portfolio Manager to lead our Service Operations and Data Warehouse Platform (DWP) initiatives. The ideal candidate will be responsible for managing service operations to ensure efficient delivery and support of services, as we'll as overseeing the DWP to facilitate effective data management and analytics. Key Responsibilities: Service Operations Management: Oversee day-to-day service operations to ensure high-quality delivery and support across all services. Develop and implement operational processes, policies, and best practices to improve service efficiency and effectiveness. Monitor service performance metrics and implement corrective actions...

Seeking a Lead Analyst in the Infrastructure Debt division of a leading global Private Markets Asset Manager, covering portfolio monitoring and surveillance and reporting workflows Key Responsibilities: Portfolio Performance Monitoring: Track and analyze the financial performance of portfolio holdings against key performance indicators (KPIs), investment costs, and expected returns. Support on deal onboarding. Covenant and Compliance Tracking: Monitor investments for compliance with all financial covenants, legal agreements, and regulatory requirements, escalating any breaches to the relevant authority. Track and review amendments and waivers. Financial Modeling & Analysis: Conduct detailed ...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank 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 Bank HNI/NRI Relationships. • Drive...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Role & responsibilities : Project Coordination, Monitoring and Risk escalation to Management 1. Plan and monitor the implementation of projects from R&D and technology transfer to DMF filing. 2. Coordinate with the licensing team for timely application and approval of necessary licenses and GMP approvals for R&D and production. 3. Support the R&D team by ensuring timely procurement and supply of development chemicals. 4. Effectively coordinated project activities with all internal stakeholders. 5. Manage project scope, issues, and risks, ensuring timely escalation to management. Support to Marketing team on New Developments Ensure that all requirements, queries, documentation, and samples re...

We are seeking an experienced Customer Projects Program Manager to oversee the successful delivery ofcustomer implementation projects. This role will be instrumental in managing our project portfolio, drivingoperational excellence