10126 Portfolio Management Jobs - Page 27

Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives . The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1...

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

Responsibilities: * Lead business growth through strategic planning & execution * Manage ultra HNIs' portfolios with wealth management expertise * Drive investment advisory services for high net worth clients

Role Overview: The Principal Officer will be responsible for the overall management, operations, and regulatory compliance. The role involves leading fund management oversight, ensuring adherence to risk and compliance frameworks, and maintaining governance standards as per IFSCA regulations. Key Responsibilities: Oversee all operational, fund management, compliance, and risk management activities of the organization. Act as the primary liaison with the International Financial Services Centre Authority (IFSCA) and other regulatory bodies. Ensure implementation of robust internal controls and risk management practices. Supervise fund management operations and ensure compliance with investment...

RPMG: Portfolio Manager Personal Loan INTERNAL USAGE: No. of Vacancies: Reports to: Area Collections Manager Is a Team leader N Team Size: Grade: AM/DM/M Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: PDM/Flows/NPA Location: PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Personal Loans ...

RPMG: Cluster Portfolio Manager Bharat Banking loans INTERNAL USAGE: No. of Vacancies: Reports to: Circle Portfolio Manager Is a Team leader Y Team Size: Grade: SM Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: Bharat Banking Loans Location: PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Cluster Portfolio Manager handles...

RPMG: Portfolio Manager Bharat Banking Loans INTERNAL USAGE: No. of Vacancies: Reports to: Area Collections Manager Is a Team leader N Team Size: Grade: AM/DM/M Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: PDM/Flows/NPA Location: PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans, Jewel Loans, Business loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The P...

RPMG: Cluster Portfolio Manager - Mortgage INTERNAL USAGE: No. of Vacancies: Reports to: Circle Manager Is a Team leader Y Team Size: Grade: AVP Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: Flows Location: PAN India About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment , cost efficiency , and portfolio sustainability . Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers...

About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivales/collections business of the bank About the Role The Zonal Manager handles multiple Collection Mangers and Vendors across Zone. The Zonal manager ensures maximum recovery and manages the portfolio as per the existing process. Liaise with product team to provide regular inputs and highlight risk. The Zonal Manager also ensures compliance with the audit procedures of the bank. Key...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

Job Description : Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Client meetings and bank branch visits as per goal sheet. Specialized Activities: Executing Trade Orders. Advising Clients based on Research Report. Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Market knowledge is mandatory. Should possess good communication skills.

Responsibilities Investment Research and Analysis Conduct in-depth company and sector research; develop detailed financial models and continuously monitor assigned companies. Analyze financial statements, including balance sheets, P&L, and cash flow statements , to derive insights for investment decisions. Perform market, portfolio, and macroeconomic analysis to evaluate investment opportunities. Build and maintain investment thesis for equities, mutual funds, and startup investments. Provide continuous coverage of allocated industry sectors and individual stocks; analyze corporate actions and earning results . Evaluate startup and private investment opportunities ; prepare detailed riskretu...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings for Chennai , Hyderabad Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why...

- 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@gmail.com

Cluster Head - Sr. Manager / Manager Fee Department (Retail Banking) | Solapur Location Axis Bank is looking for passionate professionals to join our Fee Department. This role is responsible for driving Retail Fee business across products like Retail Forex, Life & General Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers, and more. Key Responsibilities: • Drive targets for Retail Fee products across multiple categories. • Enhance profitability through targeted product mix & persistency in insurance. • Manage branch & resource productivity for Fee Revenue achievement. • Launch and drive campaigns locally/centrally for business volu...

Transformation Office Technology Portfolio Leader is responsible for governing the technology projects portfolio of change across agreed Mashreq's groups. Collaborates with respective Groups to articulate a clear and compelling transformation vision, outlining the desired future state and desired strategic outcomes. Works with the respective Owners within Groups to ensure that all transformation initiatives are aligned with Mashreq's strategic goals and objectives, by providing active support and coordination during the budgeting, initiation and planning cycles, Fosters close collaboration with senior leadership to ensure buy-in support, and effective decision-making throughout the transform...

Company Description Pravin Ratilal Share And Stock Brokers Ltd, one of the oldest financial advisory and stock broking firms in Gujarat, has over 50 years of experience in the financial market. Operating across more than 25 branches and franchisees in Gujarat, we offer a range of services, including Equity and Derivatives, Demat Services, Portfolio Advisory, IPOs, Mutual Funds, and Fixed Deposits. As a BSE and NSE Trading Member and a Depository Participant with NSDL, we are dedicated to providing safe, advanced, and high-quality financial services to our clients. Role Description This is a full-time on-site role for a Sales Head -Mutual Fund and Fixed Income located in Ahmedabad. He will be...

TIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC Domain JOB TITLE--Relationship Manager - Investment Banking & Wealth Domain Job description- Maximize profit & achievement of growth of client's portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, and advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products...

Key Responsibilities: Lead and manage business verticals or technology practices to achieve revenue and delivery goals. Define strategy, business objectives, and execution plans aligned with organizational priorities. Drive operational excellence, ensuring quality, scalability, and client satisfaction. Partner with clients and internal stakeholders to design and implement digital transformation initiatives. Lead large cross-functional teams, fostering collaboration and innovation. Oversee project governance, risk management, and financial performance. Mentor senior managers and strengthen leadership pipeline within the organization. Stay abreast of emerging technologies and market trends to ...

Key Skills : Sales Management, Strong interpersonal and communication skills English &Vernacular Exceptional leadership and team management skills Good networking skills ability to start relationships and guild rapport Ability to plan and deliver business goals Experience in financial services – good knowledge of wealth management, TPP, Assets domain Process Orientations – self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles : Manages a team of Signature Banking Relationship Managers Leading, guiding and mentoring team of Signature Banking Managers Strategic planning and implementation ...

Role & responsibilities The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providi...

This Position reports to: Regional Manager Asia Your Role and Responsibilities In this role, you will be responsible for driving the sales of products, systems, and services within a designated market or division, aligned with the overall strategy. You will work toward achieving both qualitative and quantitative sales targets to ensure sustainable order growth, revenue generation, profitability, market share expansion, and customer satisfaction. You will also apply your expertise to identify and develop new sales opportunities. Work model for the role: #LI - Onsite This position supports Process Automation in Energy Industries for the India Region. Key stakeholders include Operations teams, ...

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 : NAMinimum 5 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 contribute to the success of the project by leveraging your expertise in ServiceNow Strategic Portfolio Management (SPM) and collaborating with the team to deliver ...

Sstrategies to grow AUM & expand Private Wealth business Lead, coach, & inspire teams Client Acquisition & Retention Product Advisory products, MF, and succession/estate planning. Revenue & P\&L Ownership Market Positioning Compliance & Governance Required Candidate profile 12–18 years in wealth management leading large teams. Ability to build, scale, & manage private wealth businesses Strong network with HNIs, UHNIs, family offices, and institutional clients

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...