13295 Portfolio Management Jobs - Page 29

The Growth Manager - Small Business Banking role at IndusInd Bank involves overseeing key operations, ensuring compliance, and driving business growth. Role Details Drive the growth and expansion of the small business banking portfolio. Develop and execute strategies to acquire new customers, deepen relationships with existing clients, and enhance the overall profitability of the SBB segment Overall Job Description Strategic Planning: - Develop and implement strategic plans to achieve growth targets for the small business banking portfolio, in alignment with the bank's overall business objectives. Identify market opportunities, customer segments, and product offerings to capitalize on emergi...

Branch Business Development Manager to source gold loans, acquire customers, manage partners, lead teams, oversee branch portfolio, ensure business growth, maintain customer relationships, and achieve revenue targets.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Insignia Preferred Banking. The ideal candidate will have a strong background in managing client relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with high net worth individuals and businesses to drive sales of premium banking products. Identify new business opportunities and expand existing customer relationships through effective relationship management skills. Collaborate with internal teams to deliver exceptional customer service and support to clients. Analyze market trends and competitor activity to stay ahead in the competitive banki...

Walk-in-Drive For PB Classic At Bhilai Chhattisgarh. Role-PB Classic Jobs & responsibilities - Managing Classic Portfolio. Achievement of income plans and other benchmarks within portfolio. Customer services. Operations. Acquisition Manager CASA Cross selling HNI Client Preferred candidate profile- Banking experience is preferable. Job Location -Bhilai & Near by location.

Azentio Software incorporated in 2020 at Singapore, has been carved out of 3i Infotech, Beyontec Technologies and Path Solutions. Azentio Software provides mission critical, vertical-specific software products for customers in banking, financial services and insurance verticals and includes key products such as KASTLE (Universal Lending), AMLOCK (Anti-Money Laundering & Compliance software suite), PREMIA Astra (Core Insurance software), ORION (Enterprise Resource Planning software) and MFUND Plus (Asset Management platform). Azentio has over 800 customers in more than 60 countries, with a team of over 2,300 employees across offices in 12 countries (and growing) globally and is wholly owned b...

Assist with the preparation, filing, and maintenance of trademark, copyright, and design applications and renewals globally. Coordinate the collection of specimens and assist in developing and documenting acceptable usage evidence to support Statements of Use in trademark filings. Monitor deadlines and manage IP docketing systems to ensure timely action on filings, responses, and renewals. Proof-read invention intake forms and other IP related documents (e.g., Declarations and Assignments) and ensure compliance with procedural form requirements. Coordinate signatures, notarizations, and document executions for filings. Prepare status reports and summaries of IP portfolio, including generatin...

Join JPMorganChase and be at the forefront of optimizing our trading operations. This role offers a unique opportunity for career growth and skill enhancement, as you support the success of our trading and portfolio management businesses. Be part of a dynamic team where your expertise and development will drive impactful change and innovation. As a Trading Services Analyst within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, ensuring the smooth operation of our trading and portfolio management businesses. Your work will have a significant impact within your team, contributing to the overall performance of our trading services. Your responsibilit...

Role & responsibilities Job Description of Relationship Manager CEC Responsibilities: To promote all the product line of Prudential Mutual Fund To up sell Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for t...

Role & responsibilities JD for Sales- Relationship Manager / Executive MF (Banca Channel sales through Banca Channel) D. Key Accountabilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assign...

Relationship Manager Select Job Summary Individually acquire and nurture relationships of the bank through ultra hni premium premium accounts Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of ...

Technical Analyst: 1. Identify key investment opportunities in India and across the world. 2. Technical Research of all asset classes i.e. Equity, Commodities, Real Estate, Currencies and Treasuries 3. Supporting the PMS Fund management team with view on Indian and Global Stocks for varying periods short-, medium- and long-term perspective. 4. Providing Technical inputs to the in-house Research department. 5. Coordinate customer responses and enquiry requests Portfolio Management: 1. Analyze stocks held in Indian PMS and Global Fund. 2. Analyze trends in global countries and sectors from a technical analysis perspective. 3. Address any trading issues (e.g., high price movements, liquidity is...

Atos is looking for SAP Portfolio Leader RISE with SAP to join our team Roles and Responsibility Manage and optimize SAP portfolios to achieve business objectives. Develop and implement strategies to improve SAP performance and efficiency. Collaborate with cross-functional teams to identify and prioritize project requirements. Analyze data and metrics to inform decision-making and drive business growth. Provide technical leadership and guidance on SAP best practices. Ensure compliance with industry standards and regulatory requirements. Job Requirements Strong understanding of SAP systems and technologies. Excellent analytical and problem-solving skills. Ability to work collaboratively with ...

At Moody's, we unite the brightest minds to turn todays risks into tomorrows opportunities We do this by striving to create an inclusive environment where everyone feels welcome to be who they arewith the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways Moodys is transforming how the world sees risk As a global leader in ratings and integrated risk assessment, were advancing AI to move from insight to actionenabling intelligence that not only understands complexity but responds to it We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence If you are excited about this opportunit...

About the client: PSS has been man to hire a Vice President of Sales Operations for a leading Indian pharmaceutical company Job Purpose: The Vice President Sales Operations plays a critical strategic and operational role in driving the effectiveness of the Sales organization This position involves close collaboration with Cluster Heads and other Heads of Departments (HODs) to streamline sales operational efficiency and ensure alignment with business objectives The role will support the COO by providing strategic and actionable insights, robust reporting, and operational support Key Responsibilities Strategic Partnering & Sales Leadership: Act as a trusted advisor and strategic partner to Clu...

Some careers open more doors than others If youre looking for a career that will unlock new opportunities, join HSBC and experience the possibilities Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6 7 million who are international, from retail customers to ultra high net worth individuals and their families We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth Our international network and breadth of e...

Flora Food Group is looking for Regional Performance Analyst to join our team Roles and Responsibility Analyze financial data to identify trends and areas for improvement. Develop and implement financial models to forecast revenue and expenses. Collaborate with cross-functional teams to drive business growth and profitability. Conduct financial analysis and provide insights to senior management. Develop and maintain financial reports and dashboards. Identify and mitigate financial risks to the organization. Job Requirements Strong knowledge of financial concepts, including accounting, budgeting, and forecasting. Experience with financial software and systems, such as Excel and SQL. Excellent...

Lucy Electric is looking for Manager Regional Product Marketing to join our team Roles and Responsibility Develop and implement effective product marketing strategies to achieve business objectives. Collaborate with cross-functional teams to launch new products and services. Conduct market research and analyze consumer behavior to identify trends and opportunities. Build and maintain relationships with key stakeholders, including customers, distributors, and partners. Create and manage budgets for product marketing initiatives. Monitor and evaluate the performance of product marketing campaigns. Job Requirements Proven experience in product marketing with a strong track record of success. Ex...

Maintenance and constitution of underlying risk data required for the risk management activities involving IFRS9/Basel calculations, Risk analytics/Capital management, Climate risk and Portfolio management Contribute to development of central and single sourcing of data in order to ultimately eliminate multiple data sourcing processes in ERM Conceptualize and maintain various data structures required to meet risk management requirements In the future state with centralized sourcing, ensure data is processed and delivered on time for periodic regulatory & management reporting and analytics Supporting ERM team and other stakeholders with periodic and ad-hoc data and MIS requirements. Support i...

About The Role Delivery Leader - Alternate Investments This role presents a unique opportunity to lead the Alternate Investments Business Unit at Wipro Technologies, a global leader in digital transformation. As the Delivery Leader, you will oversee the entire service delivery process, managing intricate portfolios and ensuring excellence across multiple sectors such as Private Equity, Treasury, and Fund Accounting. Your leadership will drive operational success and innovation, positioning Wipro as a trustworthy partner for our clients in the financial services landscape. In this capacity, you will engage with stakeholders at all levels, championing client-focused initiatives while nurturing...

Hi, We are hiring for Key Account Manager for our Banking Client. You may target Personal Banker/Value Banker/Junior Relationship Manager from Banking sector. Age should not exceed 35 Pls ensure they have local market exposure and should be currently managing a portfolio. CTC range - 6 to 7.5 lacs Work location - Coimbatore , Salem, Namakkal , Karur , Madurai , Chennai Immediate joining preferred. Pls call Pavithra 9962138989 for more info. Thanks, Pavithra 9962138989

Hi, We are hiring for Key Account Manager for our Banking Client. You may target Personal Banker/Value Banker/Junior Relationship Manager from Banking sector. Age should not exceed 35 Pls ensure they have local market exposure and should be currently managing a portfolio. CTC range - 6 to 7.5 lacs Work location - Coimbatore , Salem, Namakkal , Karur , Madurai , Chennai Immediate joining preferred. Pls call Pavithra 9962138989 for more info. Thanks, Pavithra 9962138989

Hi, We are hiring for Relations ship Manager for our Banking Client. You may target Relationship Manager/Elite RMs/Preferred RMs/Personal Banker from Banking sector. Age should not exceed 36/37. Pls ensure they have local market exposure and should be currently managing a portfolio. CTC range - 8 to 10 lacs Work location - Tirupur and Tiruchirapalli branch Immediate joining prefered. Pls call Pavithra 9962138989 for more info. Thanks, Pavithra 9962138989

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

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

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