10126 Portfolio Management Jobs - Page 30

Role Overview: As a Sr Compliance Business Analyst at Allvue Systems, you will be responsible for conducting Business Analysis related to clients" needs across various product offerings. Your role will involve requirements gathering, defining project objectives and scope, and creating high-quality Business Requirements Documents (BRDs) and Design Documents. You will collaborate with senior client contacts and internal departments such as Product, Operations, Engineering, and Client Solutions. Managing multiple initiatives concurrently at different complexity levels will be a key aspect of your responsibilities. Key Responsibilities: - Provide subject matter expertise on the business processe...

Roles - Imperia & Preferred RM in Mumbai Seeking experienced candidates only for mentioned roles (Minimum 5+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities - RM 5+ Years of exp required in Banking Sales and for BM must have experience as BM in competative banks. - Identify and acquire new customers for the bank's current account products. - Build and maintain strong relationships with potential and existing customers to increase business opportunities. - Conduct market research and analysis to identify potential areas for business growth. - Meet and exceed sales targets set by the bank. - Provide excellent customer service and ensure customer sa...

As a Relationship Sales Manager for Home Finance, you will be responsible for managing a team of Relationship Managers (RMs) and Area Sales Managers (ASMs) to drive business volumes across both internal and external channels, including Branch, DSA, and Builder. You will work towards managing sales and distribution through cross-sell and open market channels with a ticket size up to 50 lakhs. Your role will involve collaborating with cross-functional teams such as Credit, Legal, Technical, and Product & Ops to ensure business deliverables are met. Your key responsibilities will include: - Sanctioning & disbursement of files per month as per assigned targets - Managing a diverse set of stakeho...

As a Manager at Vidal Health Insurance TPA for Client Servicing (Corporate) in Gurgaon, Udhyog Vihar Phase 5, your role objective is to lead and optimize the organization's strategy to ensure seamless client interactions and service delivery across health insurance workflows. You will be the strategic bridge between technology, client servicing, and operations to enhance customer satisfaction and retention. Key Responsibilities: - Strategic Corporate Relationship Management - Drive retention and satisfaction of top corporate clients across the region - Ensure consistent engagement and value delivery to key accounts (Corporates) - Leadership Reporting & Issue Resolution on any escalations - P...

Project Role : Program/Project Management Lead Project Role Description : Manage overall delivery of a program or project to achieve business outcomes. Define project scope and monitor execution of deliverables. Communicate across multiple stakeholders to manage expectations, issues and outcomes. Must have skills : Project Portfolio Management Tools Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Program/Project Management Lead, you will oversee the comprehensive delivery of programs or projects, ensuring alignment with business objectives. Your typical day involves defining project scopes, monitoring...

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 : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

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 : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

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...

About The Role Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : Project Portfolio Management Tools Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Developer, you will design, build, and configure applications to meet business process and application requirements. A typical day involves collaborating with various teams to understand their needs, developing solutions that enhance operational efficiency, and ensuring that applications are aligned with business ob...

Key Responsibilities Conduct sector and company analysis on NIFTY and emerging stocks Prepare financial and analytical reports, presentations, and summaries Develop and execute marketing strategies to enhance brand and digital visibility Perform competitor and audience analysis for market positioning Create engaging social media and investor education content Contribute to brand outreach, campaign analytics, and business growth initiativesRole & responsibilities Preferred candidate profile MBA 1st year student specializing in Finance, Marketing,Sales Strong interest in stock markets, financial research, and data-driven decision-making Proficiency in MS Excel, PowerPoint , and basic knowledge...

Role: The purpose of this role is to be responsible for configurating and maintaining the software and other technological aspects of the project being run for the Wipro client DO : - Provide assistance in configuration of applications based on client requirements - Collate configuration requirements from the functions/ BUs/ SLs and obtain approval from business owners - Plan and execute assigned configuration tasks within deadlines - Provide system configuration support based on changing business needs - Assist in system analysis, design, development, and testing activities - Provide support in developing, implementing and testing patch releases and system upgrades - Maintenance of the conf...

Job Description : Responsible for gathering assets for investment productssuch 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Role Description Job Specification A. Position Details Position Title: Relationship Manager Assistant Manager / Deputy Manager Grade: Retail Sales Role RM - Banks 2-5 Yrs of Sales experience Work Experience Relationship Management C. Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of Bank branches in retail business Internal Focus - Branch Service Operations, Channel team External Focus - Distributors, Investors D. Key Accountabilities 1. Responsible for Sales from Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to ana...

Engaging with Industry Associations, accelerators, Start-ups, Scale up and MSME clients for sourcing funding requirements such as Debt finance, Equity Funding, Pre IPO, IPO, Mergers & Acquisition, exits Lead Generation & Client Acquisition Sales & BD Required Candidate profile 2+ years in business development, sales, or client relationship management in the fintech or financial services industry Experience in banking, relationship management, and consulting is a must

Opening for General Manager – Private Equity in Gurgaon. Role involves investment strategy, deal execution & portfolio management. Require CA/MBA/CFA with 10+ yrs in PE/Investment Banking, strong in financial analysist. Share cv on - 7880096612

Role & responsibilities 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 2. Sources new bank customers through external individual efforts and acquisition channel 3. Ensures high levels of customer service orientation and application of bank policy 4. Cross sells bank products to existing set of Customers 5. Informs customers of new products or product enhancements to further expand the banking relationship 6. Plans and conducts special sales initiatives and events for prospective and existing clients 7. Coordinates with other group companies to provide seamless access to other products 8. Maintains complete ...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Responsibilities: Acquire & Advise high-net-worth individuals on investment strategies, financial planning, and asset allocation, while also focusing on building and maintaining strong client relationships to achieve revenue targets.

We are looking for experienced and dynamic professionals for the Equity Advisor (PCG Division) role. The ideal candidate will manage and advise Super HNI clients across equity, derivatives, and other market instruments. Key Responsibilities Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. Independently handle client portfolios with a minimum book size of 25 lakhs and above. Generate revenue and activate clients through effective advisory. Cross-sell financial products such as Mutual Funds, PMS, and Insurance. Resolve client queries and complaints within defined timelines. Acquire new clients and retain existing ones through regular engagement. Cond...

Essential Services: Role & Location fungibility At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team . To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service. The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature. About the Role ICICI Bank is pleased to onboard Chartered Accountants across various functional domains lik...

Position Relationship Manager - Global Indian Banking Business Unit Branch Banking Sub Unit Branch Global Indian Banking Reporting to Branch Business Leader (BBL) Responsibilities Candidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI base Candidate should have a clear focus on large value to grow the GIB book size for the branch Candidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits He should have a good connectivity in the NRI segment to source business and sound knowledge to understand the business He should have cross sell skills for sale of third party prod...

Roles Available. Branch Manager- Senior Manager& Associate Vice President(M4&M5) Platinum& Elite Relationship Manager- Manager(M3) Branch Operations Manager- Manager(M3) Service Officer (M1) Branch Relationship Manager - Business Development (M2) Acquisition Manager - CASA Sales (M1) Key Responsibilities : Client Handling: Manage a Team handling & a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provi...

Area Business Manager Small Business Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client’s business & provide appropriate working capital and business loan solutions across fund/ non-fund-based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitabi...

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by our client

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open