13263 Portfolio Management Jobs - Page 3

Role Overview Join Wipro Innovation Network (WIN) Labs as a Robotics Lead and become a pivotal force in pioneering the future of Embodied AI. This role demands a visionary leader who can seamlessly blend strategic foresight with hands-on technical expertise to advance how artificial intelligence interacts with the physical world. Whether through robotics, sensor integration, or simulation technologies, you will helm efforts that drive meaningful innovation and tangible business value. You will be entrusted with shaping the practice from the ground up defining its strategic path, cultivating new market opportunities, and converting cutting-edge research and technology into scalable, customer-...

Role & responsibilities Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer sati...

To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and banking products to individuals and business owners Increasing the Liability book and Investment AUM portfolio size Required Candidate profile Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager

Area Sales Manager Used Car Nagpur | MAS Financial Services Area Sales Manager Used Car Nagpur Sales & Marketing Openings : 1 4 to 7 years Graduate in Finance or Marketing. 5 to 6 years experience in Used Car loan segment. Appointment of Region wise quality Team. Training of Credit policy, Process & touching the market to the complete ranks. Daily monitoring of Team DSR Quantity & Quality. Communicating and generating leads and leads management for efficient conversion. Following up and liasioning with credit & process for maintaining efficient TAT. To achieve the target as decided from time to time. Portfolio mgmt. Upload Your Resume Please leave this field empty. Your browser does not supp...

In this role at ReNew, you will be responsible for conducting thorough due diligence on investment proposals submitted by business units seeking capital approval. This includes validating assumptions, identifying risks, impacts, and mitigation measures. Your tasks will also involve providing the Investment Committee Team with a comprehensive view of each investment note, such as cash flow projections, organizational risk, off-taker credit profile, and timeline risks. Financial modeling, evaluation, assumption validation, and sensitivity analysis will be part of your responsibilities. Additionally, you will prepare investment committee materials, maintain trackers of evaluated opportunities, ...

Role Overview: As a Regional Manager, your main responsibility will be to lead a team of Relationship officers - Customer Engagement (ROCE) in the region to effectively manage the Cat C & D portfolio as assigned by VRM / CEC. You will be tasked with ensuring that the team meets lead conversion benchmarks as budgeted and maintains superior ground coverage of the customers mapped to VRM and the ROCE team. Additionally, you will drive portfolio objectives through RO CEs, focusing on category upgrades, Casa deepening, digital adoption, GPH improvement, and GSA improvement to enhance the on-ground customer experience. Key Responsibilities: - Lead the team to meet lead conversion benchmarks as bud...

As the Sales Team Leader for the Business Correspondent network of various financial institutions and direct channel business, your role involves leading a team of Sales Officers and field staff to achieve business growth and expansion. Your responsibilities include: - Leading and managing a sales team to enhance the BC network and expand business correspondence alliance partners - Innovating and developing retail asset products such as JLG Loans, Secured & Unsecured MSME Loans tailored to target customers and geographies - Implementing sales strategies to increase market share and identifying potential areas for business expansion - Developing and managing teams across assigned territories ...

Job Title: Portfolio Advisor Experience Required 8+ years in Wealth Management / AMC / Advisory / Investment Counselling Role & Responsibilities Manage and advise HNI / UHNI client portfolios Create and monitor asset allocation strategies Conduct regular portfolio reviews and rebalancing Provide investment advice across MFs, equities, debt, and other products Act as the primary point of contact for key clients Ensure adherence to SEBI / RIA compliance norms Collaborate with research, product, and operations teams Support business growth through client retention and referrals Key Skills Strong understanding of financial products & markets Excellent client relationship and communication skills...

As an Investment Executive supporting US investment operations from India, your role will involve a wide range of responsibilities and tasks. You will collaborate closely with the US team to ensure efficient management of client portfolios, execution of investment strategies, and adherence to financial regulations. Your expertise in investment products, portfolio management, client servicing, and financial analysis will be crucial for success in this role. Key Responsibilities: - Assist US-based investment advisors in client portfolio management, investment planning, and execution. - Conduct market research, analyze financial data, and prepare reports on investment performance. - Support cli...

About The Role Skill required: Property & Casualty- Underwriting - Insurance Underwriting Designation: Underwriting Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 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 worlds 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 120 countr...

Relationship Manager Company: Choice International | Location: Pan India | Job Type: Full Time About Us Choice Group, established in 1992, is a trusted financial institution dedicated to solving financial challenges and unlocking opportunities for individuals, institutions, and governments. For 31 years, weve helped clients achieve their financial aspirations while creating value for society. What Youll Do • • Present and promote our comprehensive financial products and services Manage the end-to-end onboarding experience for new franchises and business partners • • Ensure a seamless transition into our organization, including welcome materials, inter-department coordination for payout setup...

Join us as a Programme Manager This is an opportunity to put your technical skills to the test in an exciting new career challenge as you lead a strategic portfolio of technology programmes Youll have overall accountability for programme plans, controls, resource plans and progress reporting, keeping a constant focus and challenge on delivering customer value Joining a fast paced and forward thinking environment, youll benefit from valuable stakeholder exposure, and will gain great recognition for you and your work We're offering this role at director level What you'll do In your new role, youll be accountable for our technology programme and project lifecycles to deliver sustainable busines...

RM Team Lead Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: RM Team Lead Location: Gurgaon Education: Graduate Experience: 6 - 10 Years About the Role: The RM Team Lead will be responsible for managing a team of 46 Relationship Managers, ensuring high standards of advisory quality, productivity, compliance, and client satisfaction. This role combines people leadership with revenue oversight and hands-on client enga...

We are pleased to announce a Walk-In Interview for candidates who are looking to build a rewarding career with us. Position: PB Classic Interview Date: (02-01-2026) Interview Time: (11:30 AM to 2:30 PM) Venue: (HDFC Bank Ltd ,Kadambari Branch, Durg, Chhattisgarh)

Responsible for client acquisition, relationship management, business development, coordinating trades, and managing franchise operations. Strong market knowledge, sales skills, and leadership required. Contact - 8100917270

Financial Advisor Job Name: Financial Advisor Job Location:Udaipur (Rajasthan)Industry:Banking, FinanceJob Type:PartTime Skills:Strong communication Education:Any Graduate About The Role :: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or econ...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer Industry:FMCG, Goods Job Location:Udaipur(Rajasthan)Job Type:Full Time Experience:3- 8year Salary:Best in the industry Education:Any Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role :: Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed....

Currently we are hiring Snaplogic for one of our TIER Company for the FTE Position. Relevant Experience: 5 + Yrs. Key Skills: Snaplogic, Portfolio, configuration, implementation, Astra Zen. Location: Hyd/Bangalore.

Currently we are hiring Snaplogic for one of our TIER Company for the FTE Position. Relevant Experience: 5 + Yrs. Key Skills: Snaplogic, Portfolio, configuration, implementation, Astra Zen. Location: Hyd/Bangalore.

Currently we are hiring Snaplogic for one of our TIER Company for the FTE Position. Relevant Experience: 5 + Yrs. Key Skills: Snaplogic, Portfolio, configuration, implementation, Astra Zen. Location: Hyd/Bangalore.

Currently we are hiring Snaplogic for one of our TIER Company for the FTE Position. Relevant Experience: 5 + Yrs. Key Skills: Snaplogic, Portfolio, configuration, implementation, Astra Zen. Location: Hyd/Bangalore.

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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

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...