10126 Portfolio Management Jobs - Page 28

Job Title: Chartered Financial Analyst (CFA) Full-Time / Part-Time Location: Jaipur / Mumbai Experience Required: 2 - 4 Years Job Purpose: We are seeking a qualified Chartered Financial Analyst with strong experience in the Indian Equity Market, including investment analysis, portfolio management, and financial research. Key Responsibilities: Conduct equity research and valuation of Indian-listed companies Manage and monitor investment portfolios Analyse market trends and prepare investment strategies Prepare detailed financial reports and recommendations Required Skills & Competencies: CFA Charter holder or active CFA Level III candidate Proven experience in equity market analysis and portf...

Role: Portfolio Manager – Sales (Dubai Real Estate) Exp: 1–2 yrs in Sales/Marketing/Insurance/Banking Skills: Negotiation, Client Handling, Communication Perks: Salary + Incentives Apply: hr@conquer.ae UAE | INDIA | UK

Role: Portfolio Manager – Sales (Dubai Real Estate) Exp: 1–2 yrs in Sales/Marketing/Insurance/Banking Skills: Negotiation, Client Handling, Communication Perks: Salary + Incentives Apply: hr@conquer.ae UAE | INDIA | UK

Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...

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 Credit Manager to join our team at Taj City Centre, with 6-10 years of experience in the field. Roles and Responsibility Manage credit operations, including credit approval, risk assessment, and portfolio management. Develop and implement effective credit policies and procedures to minimize risk and maximize revenue. Collaborate with cross-functional teams to identify and mitigate potential credit risks. Analyze credit data to provide insights on credit performance and suggest improvements. Ensure compliance with regulatory requirements and industry standards. Maintain accurate records of credit transactions and reports. Job Requirements Strong knowledge of credi...

Key Roles & Responsibilities: Relationship Management : Managing the team of Liability RMs and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand HNI and UHNI customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA ba...

Key Roles & Responsibilities: Relationship Management : Managing the banking and investments relationship of Wealth / HNI / affluent clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand affluent customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current an...

Job Description Functional Designation Relationship / Sales Manager - CASA Department- Branch Banking Job- Sales / Acquisition Job Title - Assistant Manager; Deputy Manager Location - PAN India As defined Reporting To - Branch Manager Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. a Position Responsibilities Sr. Key Responsibilities 1) New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2) Ensure successful onboarding of customer for a smooth transition to branch ...

• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio • Acquire new customers who meet product criteria • Regular interaction with the customer to build rapport to understand and update the profile. • Enhance the Overall value/book size of the portfolio • Maintain the overall quality / hygiene parameters of the portfolio • Cross selling products of the bankbased on the customer need • Joint calls being done along with Supervisor as per defined process • Advisory services to be offered based on the requirement in coordination with PBG. • Attrition control of customers • Achieving MTD and YTD Revenue TargetsRole & responsibilities Preferred candidate pro...

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

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams..

Finance Analyst (CA Qualified) Mumbai Location Experience: 4 to 6 Years Location: Andheri,Mumbai (Preferred candidates from nearby areas only) Salary Range: 12 LPA 15 LPA Industry: Manufacturing / Chemical / Engineering / Corporate Finance / Asset Management Interview Mode: Face-to-Face (Immediate availability preferred) Preferred Candidate: Chartered Accountant (CA Qualified) About the Company: We are a leading and growing organization in the manufacturing and financial services domain, looking for a strategic and analytically strong Finance Analyst to join our finance division. This role involves deep financial analysis, budgeting, forecasting, MIS reporting, and investment portfolio manag...

Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...

Job Description: As a Digital Sales Relationship Manager, your primary responsibility will be to engage with customers over phone calls and effectively sell a range of banking products, including personal loans, business loans, credit cards, line of credit and cross-selling opportunities like fixed deposits. In addition, you will be required to perform Virtual Know Your Customer (VKYC) processes to verify customer identities and facilitate smooth on-boarding. Responsibilities: Provide financial solutions to the SA customers while maintaining high service standards. Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in int...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

Job Description Summary We are seeking an exceptional PMO Leader to transform our project management capabilities and drive operational excellence across R&D organization. This strategic leadership role will establish world-class processes, tools, and methodologies that accelerate product development, improve R&D efficiency, and enable successful delivery of complex technology solutions. The ideal candidate combines deep project management expertise with a passion for continuous improvement and organizational transformation. Job Description Key Responsibilities Define and execute comprehensive PMO strategy aligned with business objectives and growth targets Establish PMO governance framework...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Pr...

AVP/AD - Business Development, Industrial & Logistics Services, Chennai(Land Transaction Opportunities) The AVP/AD Business Development will be focused on land transactions, will be responsible for identifying, evaluating, and securing land opportunities for development. This includes market research, lead generation, client relationship management, negotiation, and deal closure. The role requires a strong understanding of the industrial and logistics real estate market, land acquisition processes. Job Description Key Result Area Market Analysis & Lead Generation Market Research: Conduct thorough market research to identify potential locations for industrial and logistics facilities.This inc...

Role & responsibilities Source and acquire retail clients for Equity Trading and Demat account openings Ensure a smooth handover of newly acquired clients to the Equity Dealer for market advice and trade execution Monitor client engagement and coordinate with dealers to maximize trade volumes Identify client needs and promote relevant financial products such as: Mutual Funds/ Portfolio Management Services (PMS)/Fixed Deposits (FDs)/Insurance (Life/General)/Bonds & Private Equity products Preferred candidate profile 2-4 years in financial services, preferably in retail broking, wealth management, or investment advisory roles. Freshers with strong communication skills and relevant certificatio...

Job Title: Private Banking Advisor, Associate Location: Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child...

We are looking for a Data Modeller to help us unlock our vast amounts of data with modelling and advanced analytics, allowing us to make smarter decisions and deliver even better products to our clients. Your primary focus will be in applying data mining techniques, doing statistical analysis, and building high-quality prediction systems and automated scores using machine learning, integrated with our products. You will also support our business teams, pre-sales and analytics to ensure product creation. Suited to someone who has 3 to 4 years' experience core analytics function of a large bank / consulting firm and with experience handling large data volumes using data analysis tools and gene...

The role sits within our Decision Analytics business, one of our four Global Business Lines. Experian Decision Analytics helps client achieve and sustain significant growth. We do this by enabling clients to make analytics-based customer decisions that support their strategic goals. As experts in uniting business understanding with consumer and business information, analytics and strategy execution, we empower clients to optimize customer value and actively manage it over time. This role therefore has clear accountability for creating measurable value within our client organizations. What youll be doing This will be a client - facing role, requiring direct interaction with clients to underst...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Responsibilities: Manage end-to-end storage and handling of raw materials and packing materials. Ensure timely availability of RM and PM for production as per the production plan. Maintain accurate inventory records using ERP or inventory management systems. Conduct regular physical stock verification and reconciliation. Monitor material shelf life, batch tracking, and FIFO (First-In-First-Out) compliance. Ensure proper labeling, segregation, and safe storage as per regulatory and GMP norms. Coordinate with procurement, production, and quality teams for material planning and usage. Maintain stock minimum and reorder levels to avoid stockouts or overstocking. Manage inward and outward logisti...