7284 Portfolio Management Jobs - Page 29

Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.

Role & responsibilities =Branch Sales Manager | Retail Branch Banking - Actively participate in Branch operations and sales equally to ensure Branch sales target are met. - Managing and increasing the portfolio of existing customers mapped. - Generating new business and ensure overall value enhancement from existing customer base. - Customer Interactions per day and along with visits to ensure resolution of customer issues queries. - Proactively monitoring balances and controlling attrition. - Catering about a customer base of classic customers (bank relationship of min.1 lakh). - Optimum lead generation to ensure branch targets of lead conversion are met for all bank products. - Monthly Rev...

Location: India (Remote), must work US business hours About the Role: Our Scaled Customer Success Managers (CSM) play a crucial role in building long-term, transformational relationships across a high-volume portfolio of 50-75 accounts. You will drive success through data-driven insights, large-scale training initiatives, and creative engagement strategies that deliver value efficiently across your book of business. Key to these outcomes is your ability to leverage data analytics to proactively identify trends across your portfolio, design scalable engagement models, and implement outreach strategies that drive adoption, satisfaction, and retention across multiple accounts simultaneously. Ro...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Raipur Chhattisgarh Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by...

Job Summary SCOR Agri is one of the seven specialty teams (within SCOR P&C) with a worldwide mandate to offer (re)insurance solutions. Agri as a book has evolved over the decades and the UW team is among the most recognized and respected among the business fraternity. The position in Mumbai aims to attract a candidate with a genuine interest in the field of agriculture / climate resilience. Some of the core qualities needed are as follows: Team player Quick learner. Ability to reason / analyse Comfortable with multi-cultural teams Aligns with SCOR cover values Care, Integrity, Courage, Open mind, Collaboration Required experience & competencies Fresher, or up to 2 years experience in the ins...

RPMG: Portfolio Manager Reach Market INTERNAL USAGE No of Vacancies Reports to Cluster Portfolio Manager Is a Team leader? N Team Size Grade AM/DM Business Retail Banking Department Retail Portfolio Management Group Sub - Department 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 Portfolio Manager for reach market is responsible for managing the portfolio...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Ho Unit Aditya Birla Finance Ltd Location Bangalore Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Manager Reports to: Poornata Position Title Function Sales-SLS Reports to: Function Department BGFMRS-Mortgages Retail Sales Reports to: Department Designation of the Employee Area Sales Manager Designation of the Manager Date of writing/updation of JD 1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) ( Max 1325 Character...

Job Objective : Be part of global process solution team for consulting, co-ordination and facilitation of Projects and Portfolio Management process standardization and be part of global / local project rollouts Rollout and support cross-divisional solutions within the Bosch Business Mobility Sector Process Solution Management Strive for lean processes and best in class standards and be part of digital transformation for Bosch Mobility, including the transition to SAP S/4HANA As a member of the global Process Solution Team Project Portfolio Management (PPM), you will be required to use your skills and knowledge in the area of R&D Project Management, Controlling, Subsequent Planning and Curren...

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 Portfolio Manager handles multiple vendors which handle the Write off portfolio for respective products The Portfolio manager ensures maximum recovery and manages the portfolio as per the existing process The Portfolio Manager also ensures compliance with the audit procedures of the bank Achieve the required recovery target as...

Job description If you re 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 expertise enable us t...

Job Description Key Responsibilities of the Role: Agile & Program Management: Own product delivery execution, ensuring on-time, high-quality releases. Implement and govern Agile best practices for efficient planning, execution, and value delivery. Drive SAFe and Lean portfolio management, ensuring strategic alignment across products. Establish clear OKRs/KPIs to measure and enhance Agile delivery efficiency. Technical & Delivery Leadership: Collaborate with engineering and architecture teams to ensure solutions align with cloud-native, microservices, and SaaS-based architectures. Manage technical dependencies and risks, ensuring smooth cross-team execution. Enable teams to adopt DevSecOps, C...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Jaipur Rajasthan Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by in...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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 Yes FIRST HNI Relationships Inc...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Chennai,Hyderabad...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. Location: Trivendrum , Vadodra, Del...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Chennai,Hyderabad...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity...