10066 Portfolio Management Jobs - Page 3

About The Role Skill required: Bid Management - Bid Management Designation: Bid Management Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? At Accenture, we believe your career is about what you want to be and who you want to be. Its about bringing your skills, your curiosity, and your best true self to your work. Here, youll match your ingenuity with the latest technology to do incredible things. Together, we can create positive, long-lasting change.We Are:Sales Excellence at Accenture. We empower our people to compete, win and grow. We develop everything they need to build and mature their client portfolios, optimize their deals and enable their s...

Role Details : • Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF ) Overall Job Description Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, dem...

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 a high-performance culture within a diverse team of ap...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Must Have Skills: 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ratings, portfolio...

Implement our award winning products like Geneva, SSC Recon Analyze customers business and technical requirements. Configure and automate products to optimize client workflows. Manage time to maximize the agenda and delivery of critical components. Execute on planned implementation tasks to maximize client satisfaction. Communicate project status to the client and Project managers. Assist clients in the reconciliation process using Geneva, SSC Recon. What You Will Bring: 4+ years of client experience in the financial services industry is required. Good business knowledge of the investment management industry and fund accounting. Relevant work experience (consulting, asset management, fund ac...

Maintain the Division/Department architecture reference documentation all along the changes brought by projects: IT system diagrams (Division level, or per sub-block) Application referential (with the help of Application Owners) Division level principles and related non-conformities and remediation plans Obsolescence KPIs Lead the Cloud solution architecture on the projects they are assigned to: Supporting the Project Manager/Business Analysts during solution ideation, design, and implementation Collaborating with application teams and Business Analysts/Tech leads of impacted applications to design the solution Ensuring the alignment of projects with our architecture principles and IT standa...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

We are looking for a skilled professional to lead our retention, health & benefits team in WTW Global Delivery and Solutions India Pvt Ltd. The ideal candidate will have a strong background in managing teams and driving business growth. As a Senior Manager/ AVP/ VP, you will play a key role in shaping the company's strategy and direction. Roles and Responsibility Develop and implement effective retention strategies to drive business growth. Manage and lead a team of professionals to achieve business objectives. Collaborate with cross-functional teams to design and deliver innovative solutions. Analyze market trends and competitor activity to identify opportunities. Build and maintain strong ...

We are looking for a highly skilled and experienced Corporate Relationship Manager to join our team at Kotak Mahindra Bank Limited. The ideal candidate will have 3 to 8 years of experience in sales, preferably in digital banking or related fields. Roles and Responsibility Develop and maintain strong relationships with clients to increase business opportunities. Identify new business prospects and generate leads through various channels. Collaborate with internal teams to provide excellent customer service and support. Meet or exceed monthly and quarterly sales targets consistently. Stay updated on industry trends and competitor activity to stay ahead. Provide product knowledge and training t...

ESM ITAM LEAD CONSULTANT SUMMARY: Consultant should be an experienced professional who can help the client and customers for creating a better understanding of their software environment. His job role & responsibilities includes the software asset management, the management of subscriptions, software portfolio management & governance and compliance management for managed products as well as customer relationship management to the business units. Responsibilities: Administrating and consulting contracts in liaison with various stakeholders. Review licenses and/or contracts to ensure that software is covered by the contract and properly documented Coordinate and manage software usage regarding...

The incumbent will lead the investment, operational, and compliance functions of the AIF, ensuring complete regulatory adherence in accordance with SEBI (AIF) Regulations. Required Candidate profile Mandatory Certification: - NISM-Series-XIX-C: Alternative Investment Fund Managers Certification Examination - (Preferably NISM-Series-XIX-E: Category III )

Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc. Maintaining and preparing portfolio and meeting client requirements. This may include visiting clients and completing their forms formalities and submitting their forms of Mutual Fund investments, Demat & Trading Account etc. Maintaining relationship with client. Database may also be given to call client and take appointments for RM/AVP Requirements Graduate in any stream. Min. 1 years of experience in client management. Person should have good Excel knowledge and should be willing to meet cl...

Hi, Hiring for Bank Customer Relationship officer Branch manager Assistant branch manager Branch sales manager Location - Hyderabad Interested candidates can apply here or can connect on 9424481217

Having experience in domestic dealing room activities (trading in G-sec/ Non SLR, etc.), implementing the Treasury Business strategies, managing the Bank's ALM, Money Market Operations & Compliance and matters pertaining to the Treasury Front Office operations. Qualification: Essential: Postgraduate Degree with specialization in Finance / Treasury / Risk Management Desirable: CAIIB / IIBF certification in Risk / Treasury Responsibilities include: Domestic dealing room activities (trading in G-sec / Non SLR, etc.) Contributing to the Bank's profitability Implementing the Treasury Business strategies Managing the Bank's ALM, Money Market Operations & Compliance matters pertaining to the Treasu...

We are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment The role focuses on deposit mobilization, cross-selling ficial products, and ensuring operational excellence at the branch level The ideal candidate will bring strong sales expertise, leadership qualities, and a customer-centric approach to drive business growth Portfolio ManagementManage and maintain the existing portfolio of Small Commercial Vehicle (SCV) customers, ensuring consistent engagement and service delivery Loan HandlingOversee the end-to-end process of Commercial Vehicle loans (both new and used), from customer onboarding to loan dis...

Role & Responsibilities To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile Excellent communication skills. Should have some existing base of customers Graduate/Post Graduate : with relevant experience A...

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability. This is a global role and collaboration will be required with the global team, operating across multiple time zones. The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement. Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners ...

Role: NR Relationship Manager (nri) ctc : 10 LPA Location: Coimbatore, salem, Madurai, Tirunelveli. CANDIDATE IS REQUIRED TO HAVE MINIMUM 1 YEAR EXP IN NR VERTICAL Job Responsibilities: •Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. •Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. •Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. •Stay up-to-date with industry trends, regulatory changes, and market developments affecti...

Job Description We are recruiting for a Publisher to join the Science, Technology and Medicine journals team. The Publisher will be responsible for our growing portfolio of journals, managing titles across both Open Access and Open Select models. The successful candidate will be a part of our highly motivated team, supporting TFs wider success through the management of high-profile academic journals. Our Science, Technology and Medicine portfolio publishes at the cutting edge of academic research, working with leaders in academia, healthcare and industry. As part of our global cross-functional publishing team this role will work closely with colleagues in our offices in Auckland, Melbourne, ...

1658732 The opportunity Associate Consultant-AMI-Business Consulting PI-CNS - BC - Supply Chain Operations - Mumbai AMI The Advanced Manufacturing, Mobility Infrastructure (AMI) Industry Market contains the following industries Aerospace and Defence, Chemicals, Infrastructure, Industrial Products, Automotive, and Transportation that includes Mobility-as-a-Service. We help our clients to address the rapidly changing needs of our business world on not only how goods and services are bought and sold, but also on how they are designed and created. AMI builds and shares resources across sectors facing common challenges and aims to drive more effective cross-sector collaboration while enabling gre...

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 contribute to the success of our trading and portfolio management businesses. Be part of a dynamic team where you will begin to build your expertise and contribute to driving impactful change and innovation. As a Trading Services Specialist within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, assisting 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 tra...

The Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from 50 to 500 crores. This role involves deep relationship management, credit handling, and cross-selling of banking solutions tailored to the unique needs of emerging corporates. The PRM acts as a single point of contact (SPOC) for all client requirements, ensuring high levels of service, profitability, and portfolio hygiene. 1. Portfolio Management Manage and grow the existing client portfolio by maintaining strong relationships and understanding client needs. Handle credit renewals, limit enhancements, and ensure t...

Key Responsibilities: Periodical updates to fund performance presentation materials, reports, quarterly letters etc. prepared for LP / investor reporting purposes, on monthly and quarterly basis Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impact on returns Maintaining and updating content libraries for RFPs on an ongoing basis Pro...

1658707 The opportunity Secretary-National-Business Consulting PI-CBS - AWS - CNS Executive Assistants - Kolkata National National comprises of sector agnostic teams working across industries for a well rounded experience. CBS - AWS - CNS Executive Assistants EY Consulting is building a better working world by transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. It has...