13295 Portfolio Management Jobs - Page 28

About The Role Skill required: Property & Casualty- Underwriting - Insurance Underwriting Designation: Underwriting New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 12...

Requisition id1669191 The opportunity Associate Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Jaipur GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mind...

Requisition id1669207 The opportunity Senior Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Jaipur GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset...

Requisition id1670113 The opportunity Senior Project Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Kolkata GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture an...

Requisition id1670325 The opportunity Project Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Kolkata GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and minds...

Requisition id1670086 The opportunity Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Kolkata GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset. It a...

1670031 The opportunity Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Gurgaon GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset. It also means real...

The IT Program Manager is a core member of the PMO responsible for driving alignment, structure, and predictable execution across IT, Security, GRC, and Business Applications. This role ensures that all technical functions operate from a unified roadmap, share priorities, and execute with clear accountability. The IT PM transforms scattered initiatives into coordinated programs and establishes the processes, cadences, and reporting that allow teams to deliver consistently. They serve as the connective tissue that links IT operations, security maturity, business system improvements, and regulatory compliance to broader business goals. Key Responsibilities Cross-Functional Program Leadership L...

Your daily responsibilities will include (but are not limited to): - Process Portfolio Reconciliations - Positions, Cash, Transaction Reconciliation with Prime Brokers, Custodians, Fund Administrators, ISDA Counterparties, FCM. - Process Month-End Shadow Accounting - NAV, Trial Balance, and Tax Lots Reconciliations. - Non-Trading Activity processing - e.g Corporate Actions, Subscriptions & Redemptions, Account Transfers - Asset Servicing - e.g Swap Financing & Resets, Bond Amortisation, Option Exercises - Break Resolution - Direct communication with 3rd Parties on resolving breaks. - Communicate reconciliation results with Clients, 3rd Parties and internal stakeholders - Document requirement...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitori...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitori...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Hiring for Real Estate Jobs in Cyprus(hiring both Male and Female candidates ) For Telephonic Round: Call 9240234024 (100 Hot Line No.) Or you can WhatsApp on 9540377764 (CITA Official Whatsapp Team) Requirements: * Age: 18 to 30 * Fresher or 1+ year experience in Real Estate / Sales / Customer Service * Strong English communication & interpersonal skills * Confident, well-groomed & target driven personality * Real Estate / Sales Certification or Diploma is an added advantage Key Responsibilities: * Assisting clients with property inquiries and site visits * Providing detailed information on property listings and investment options. * Maintaining strong follow up with leads and potential buy...

Walk in Interviews - Retail Branch Banking -20th Dec 2025- Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Preferred Relationship Managers 2. Personal Banker Classic Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and...

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. In this role, you will: Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform moderately complex credit investigations on companies and industries Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues Ensure credit files are current Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Required Qualifications: 2+ years of fin...

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...

As an Associate Relationship Manager-NBFC in the Wholesale Banking department, your role involves preparing credit proposals to support credit committee decisions regarding the clients' portfolio quality, overall capital adequacy, liquidity, management quality, credit rating, and more for the proposed financing. **Key Responsibilities:** - Perform credit appraisal of NBFC & NBFC-MFI clients by analyzing factors such as AUM growth, Portfolio quality & performance, Portfolio growth, Management quality, CAR, balance sheet analysis, etc. - Prepare credit proposals that combine financial analysis with sectorial information to support credit committee decisions, liaising with Credit Risk, Complian...

Company Description Choice International Limited is one of India's premier financial services conglomerates, delivering a wide range of financial solutions since 1993 to both domestic and global clients. With a strong presence of over 2,500 employees, 200 branches across India, and international offices in London, Hong Kong, Dubai, and Nairobi, the company emphasizes Nurturing Financial Excellence. Its services span management consulting, taxation, investment banking, portfolio management, insurance, and more, making it a one-stop destination for financial services. Beyond business, the company actively engages in social responsibility initiatives, demonstrating its commitment to giving back...

Job Title: Relationship Manager Department: Small Enterprises (SE) Experience: 34 Years Grade: Manager to AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover upto ?100 Cr . maintaining portfolio hygiene, and actively engaging in cross-selling financial products. Key Responsibilities Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover upto ?100 Cr. Identify opportunities through market intelligence, references, and industry networking. Portfolio Management: Ma...

Hiring for Relationship Manager Institutional Sales (B2B) Job Title: Relationship Manager Institutional Sales (B2B) Location: Ahmedabad, Gujarat Experience: 1+ Years CTC: Up to 10 LPA (as per experience & performance) Role Overview: We are hiring a Relationship Manager Institutional Sales (B2B) to drive corporate and SME business for NBFC/Fintech financial products. The role involves acquiring, onboarding, and managing institutional and B2B clients, building long-term relationships, and driving portfolio growth through Supply Chain Finance, Channel Finance, Working Capital and related business lending solutions. Key Responsibilities: Acquire and manage corporate, SME and institutional client...

Role Overview: Drive end-to-end investment activities across public and private markets, ensuring strategic portfolio growth and alignment with the Investment Policy Statement (IPS). This role involves sourcing, evaluating, and executing transactions, conducting rigorous due diligence, and delivering actionable insights to support management decisions. Key Responsibilities: Investment Sourcing & Origination Lead the identification of high-potential investment opportunities through comprehensive market analysis. Build and leverage networks with universities, venture capital firms, incubators, accelerators, and founders for early-stage investments. Establish strong relationships with investmen...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance