10126 Portfolio Management Jobs - Page 29

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business. Identify new sales opportunities through portfolio management, third party products, and fixed deposits. Develop and maintain strong relationships with existing clients to increase retention rates. Collaborate with branch teams to achieve sales targets and improve overall performance. Provide exceptional customer service by resolving client queries promptly. Desired Candidate Profile 4-8 years of experience in Retail Branch Banking or similar role. Strong understanding of Casa Sales, Current Account, Liability Products, Retail Liabilities, Retai...

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

Hiring PB Classic, PB Sales, CARM & BSM For Chhattisgarh Location. Job Profile- PB Classic, PB Sales, CARM & BSM Job Location- Raipur,Rajim,Bhilai,Durg.Rajnandgaon,Raigarh,Jagdalpur,Korba,Ambikapur,Surajpur,Balod,Tilda,Bakawand,Soloni,Antagarh,Dhamtari. Note -Share your updated CV at rahul.dubey9@hdfc.bank.in Or rukhsar.rahman@hdfc.bank.in

Delivering high quality analytical and value-added services for clients while adhering to timelines Build next in class risk Models for our Clients leveraging bureau and alternate data Provide subject matter expertise on acquisition and limit assignment strategies You'll play an integral role to Engage Business/Technical Consultants and delivery teams appropriately so that there is a shared understanding and agreement as to deliver proposed solution You will have the opportunity to use analysis and customer insights to develop value propositions for customers Manage the delivery of multiple, complex analytics projects Flexible and expertise to perform hands-on modelling work Motivate project...

We are looking for an Analyst (or Senior Analyst) to join our growing Risk Analytics team. This individual will play a hybrid role supporting: Daily risk production support – ensuring the timely and accurate delivery of risk metrics. Risk analytics support – conducting in-depth analysis on portfolio and market risks using our enterprise risk platform (e.g., MSCI RiskManager). Risk model implementation – contributing to product onboarding, governance, and enhancements aligned with investment strategies and asset characteristics. This role is ideal for someone who combines strong analytical skills, a sound understanding of capital markets and risk concepts, and the ability to engage with data ...

About The Role Senior Developers (ITOM, ITAM, HRSD, SPM any one). Location Gurgaon or Bangalore Only. Job Type Full-time. Experience Minimum 6+ years of relevant experience. About The Role : We are seeking a skilled ServiceNow Consultant with expertise in any of the modules like IT Business Management (ITBM), IT Asset Management (ITAM), HR Service Delivery (HRSD), and Strategic Portfolio Management (SPM). The ideal candidate will be responsible for designing, implementing, and optimizing ServiceNow solutions to enhance business processes and drive operational efficiency. Key Responsibilities :- Configure and customize ServiceNow modules, ensuring alignment with business objectives.- Lead wor...

Identify contacts & network for business leads Conduct events in the premises of societies Network with traders & professional association etc. Identify projects in the market through open market Responsible for achieving targets/objectives Required Candidate profile 1-3 years sales exp. in BFSI/Home Loan/Banking Must have own Bike/License Target oriented & exploring business opportunities

Identify contacts & network for business leads Conduct events in the premises of societies Network with traders & professional association etc. Identify projects in the market through open market Responsible for achieving targets/objectives Required Candidate profile 1-3 years sales exp. in BFSI/Home Loan/Banking Must have own Bike/License Target oriented & exploring business opportunities

As a Director of Commercial Leasing, your role involves leading and managing retail leasing operations across the portfolio. You will be responsible for driving revenue generation, managing the leasing lifecycle, ensuring profitability (P&L), and providing data-driven market insights. Your deep understanding of the commercial real estate landscape and strong track record in leasing strategy, negotiation, and team leadership will be crucial for success. Key Responsibilities: - Develop and implement retail leasing strategies to maximize occupancy and rental yield - Lead end-to-end leasing processes for office spaces, retail, and mixed-use developments - Foster relationships with corporate tena...

Role Overview: You will be working as a Portfolio Management Analyst, supporting the PMOs portfolio management capabilities for a multi-year, multi-million-dollar technology program. Reporting to the Portfolio Management Lead, your role will involve assisting in portfolio-level planning, prioritization, and performance tracking to ensure initiatives are strategically aligned and delivering value. Collaboration with stakeholders across delivery, finance, and strategy functions will be crucial for data-driven decision-making and continuous improvement. Key Responsibilities: - Support the end-to-end management of the technology project portfolio, ensuring alignment with organizational prioritie...

As a Relationship Manager in the Institutional Banking Group, your role involves acquiring and building a diversified portfolio within the Midcap segment. The portfolio should generate revenue from various sources such as assets, trade, cash, treasury, and fees while maintaining an acceptable risk level for the bank. Your responsibilities include: - Source New to Bank Midcap relationships within the 600-6000Cr INR turnover range - Achieve individual Budgeted revenues through all product parameters and increase Product Per Customer (PPC) to a minimum of 3 - Build a diversified portfolio offering revenues from asset, trade, cash, treasury, fees, liabilities, etc. - Source asset opportunities a...

Role Overview: As the Head of Credit at Malankara Multi State Co-Operative Credit Society, located in Trichur, your primary responsibility will be to oversee credit management, credit risk management, analytical tasks, finance-related duties, and portfolio management on a day-to-day basis. You will be leading the credit function and ensuring adherence to industry standards and best practices in the multi-state cooperative society. Key Responsibilities: - Manage credit management and credit risk management functions effectively - Utilize analytical skills to make informed decisions related to credit operations - Perform finance-related duties to ensure the financial health of the society - Ov...

As a leading global investment firm, you will be part of KKR's Gurugram office, providing top-notch services to internal stakeholders and clients. Your role will involve driving organization-wide process efficiency and transformation while embodying KKR's global culture of teamwork and innovation. With multifunctional business capabilities, the office plays a crucial role in the growth and transformation of KKR. **Key Responsibilities:** - Assess underlying portfolio company performance through detailed financial statement evaluation - Conduct financial and commercial risk assessment of companies, contributing to portfolio risks - Develop financial models and perform sensitivity analysis - C...

As an Underwriter for corporate finance business in the designated area, your role involves the following responsibilities: - Support and co-partner with business teams to manage end-to-end credit approval for the designated region. - Underwrite cases and present them to senior-level management. - Authorize deviations raised and documented by underwriters in compliance with credit policy. - Finalize the review of credit memos prepared by underwriters, and provide approval/decline sign-offs on every file after checking for documentation requests. - Approve all disbursement requests based on achieved adherence to requirements on agreement value and full documentation attainment at the branch l...

Role Overview: As a Service Owner at Adecco, you will be responsible for end-to-end service delivery, focusing on the value that the service delivers. Your role will involve dealing with strategy and portfolio management, service roadmap, prioritizing initiatives, budgets, negotiations with partners and vendors, and authorizing the release of new capabilities. It will be your responsibility to drive service maturity and service metrics, setting clear expectations for success measures and operating practices for service owners. Key Responsibilities: - Provide clear definition of the service, primary use cases, and specific business value. - Participate in process development with partners and...

As the Delivery Leader - Alternate Investments at Wipro Technologies, you have a unique opportunity to lead the Alternate Investments Business Unit and drive operational success and innovation in the financial services landscape. Your role involves overseeing the service delivery process, managing portfolios in sectors such as Private Equity, Treasury, and Fund Accounting, and positioning Wipro as a trustworthy partner for clients. You will engage with stakeholders, champion client-focused initiatives, and nurture a high-performance culture within a team of approximately 2,000 professionals. **Key Responsibilities:** - **Strategic Leadership:** Shape and direct the strategic vision for the d...

As a Manager at Profinch, a leading fintech company specializing in offering technology solutions for banks, you will play a crucial role in managing large scale digital transformation programs. Your responsibilities will include overseeing the strategic plan, creating project plans, and maintaining project objectives to ensure production and quality meet customer/stakeholder/sponsor standards. Additionally, you will be tasked with identifying and resolving issues and risks, reporting on project progress, and implementing change practices to drive successful outcomes. Key Responsibilities: - Experience of managing large scale digital transformation programs. - Oversees strategic plan, monito...

Job Description: As the Cluster Business Head for Loan Against Property (LAP), you will be responsible for leading the LAP business across a Cluster consisting of 5-7 Branches. Your focus will be on achieving targets, managing teams, developing strategies, and ensuring customer satisfaction while adhering to company policies and regulations. Key Responsibilities: - Manage a team of Secured loan Branch Managers to achieve Target every month. - Develop and implement effective strategies to increase sales performance and customer acquisition. - Build strong relationships with customers through excellent communication skills. - Analyze market trends, competitor activity, and economic indicators ...

As a Portfolio Analyst at D Square Consulting Services Pvt Ltd, your primary responsibility will be to oversee and manage a portfolio of Tech & Data investments to ensure optimal financial performance, strategic alignment, and risk mitigation. You will collaborate with key stakeholders to develop investment strategies, track financial performance, and drive process improvements within a dynamic and fast-paced environment. **Key Responsibilities:** - Develop and oversee a portfolio of Tech & Data investments and operational budgets to track and report on financial performance. - Engage and collaborate with stakeholders including Investment Owners, Delivery Teams, and supporting Tech & Data se...

As a mutual fund manager, your key responsibilities will include: - Developing and implementing the investment strategy for the fund, which involves deciding what types of assets to include (e.g., stocks, bonds, etc.) and how to allocate them. - Researching and selecting individual securities (stocks, bonds, etc.) based on market analysis and economic trends. - Regularly monitoring the fund's performance, adjusting the portfolio as needed to maintain alignment with the investment objectives, and managing risk. - Implementing strategies to mitigate risk by diversifying the portfolio and using hedging techniques. - Providing regular reports to investors on the fund's performance and explaining...

Role Overview: You will be responsible for overseeing and managing a portfolio of Tech & Data investments at D Square Consulting Services Pvt Ltd. Your main focus will be on ensuring optimal financial performance, strategic alignment, and risk mitigation. You will collaborate with key stakeholders to develop investment strategies, track financial performance, and drive process improvements within a dynamic and fast-paced environment. Key Responsibilities: - Develop and oversee a portfolio of Tech & Data investments and the operational/running budgets to track and report on financial performance. - Engage and collaborate with a broad range of stakeholders, including Investment Owners, Deliver...

As a candidate for the position at Arka Fincap Limited, a customer-focused Non-Banking Finance Company, your role overview would involve experience in underwriting SME loans, both secured and unsecured. You should be adept at working in a fully digital environment utilizing LOS/LMS/Analytics for efficient operations. Your responsibilities will include ensuring market-leading Turn Around Time (TAT), sound portfolio management, maintaining market connects, and adhering to the policy framework while upkeeping housekeeping standards. Key Responsibilities: - Experience in underwriting SME loans, both secured and unsecured - Proficiency in working with LOS/LMS/Analytics in a digital environment - ...

As an Assurance Delivery Network Role at EY, you will play a crucial role in leading the service delivery for EY Private engagements in the US Central region. Your client-centric approach will involve building strong relationships with key clients, collaborating with client executives, and delivering high-quality audit services using the wider EY and One GDS ecosystem. Your responsibilities will include: - Leading a portfolio of 8-10 large Private clients in the US Central region - Collaborating with GCSP to build strong relationships with client executives and audit committee - Participating in EY Private forums to understand challenges and opportunities for GDS integration - Managing risk ...

Hi, Greetings from AVANI ConsultingWe are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

As an Assistant Vice President - Exchange trading & Fund Research at HSBC, you will play a crucial role in conducting quantitative analysis and monitoring of Exchange Trading Funds to ensure alignment with investment themes and business requirements. Your responsibilities will include: - Conducting quantitative analysis of Exchange Trading Funds replication metrics and trading data to identify and onboard appropriate solutions. - Analyzing underlying index structures and portfolio exposures to align Exchange Trading Funds with investment themes. - Monitoring Recommended Exchange Trading Funds on a monthly, quarterly, and annual basis, and working with issuers to address any exceptions. - Eng...