13295 Portfolio Management Jobs - Page 30

Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Adviso...

Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Adviso...

An ICICI AMC Branch Manager leads branch operations, focusing on growing the mutual fund business by acquiring clients, managing/training a team (Financial Advisors/IFAs), driving sales targets, ensuring regulatory compliance Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Location: Ahmedabad Designation: Associate Director Entity: Deloitte India LLP Job Summary: The PMO Manager plays a strategic role in overseeing the planning, execution, and delivery of projects across the organization. Acting as a centralized hub for project governance, the PMO ensures that all initiatives align with business objectives, follow standardized methodologies, and deliver measurable value. This role involves managing resources, mitigating risks, and fostering cross-functional collaboration to drive operational excellence. Key Responsibilities: Governance & Standards: Develop and enforce project management frameworks, methodologies (e.g., PMBOK, PRINCE2, Agile), and best practice...

Role & responsibilities Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Preferred candidate profile: : Qualification: Any Graduate Full Time Candidate should have experience Client acquisition, PCG, Investment products, TPP, Adv...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manage...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Adviso...

Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Adviso...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

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 Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

We are looking for a skilled SAP ePPM Project Portfolio Management Consultant with 7-15 years of experience to join our team. The ideal candidate will have a strong background in SAP S/4HANA implementation or conversion projects, preferably with PS, PPM, and/or CPM implementation. Roles and Responsibility Lead project teams and manage timelines to ensure successful project delivery. Collaborate effectively with clients and internal teams to understand their requirements and provide solutions. Design and implement workflows, data extraction, and integration with SAP ECC or S/4HANA. Manage accounts payable processes, invoice management, and document capture. Develop and maintain technical docu...

We are looking for a skilled SAP ePPM Project Portfolio Management Consultant with 7-15 years of experience to join our team. The ideal candidate will have a strong background in SAP S/4HANA implementation or conversion projects, preferably with PS, PPM, and/or CPM implementation. Roles and Responsibility Lead project teams and manage timelines to ensure successful project delivery. Collaborate effectively with clients and internal teams to understand their requirements and provide solutions. Design and implement workflows, data extraction, and integration with SAP ECC or S/4HANA. Manage accounts payable processes, invoice management, and document capture. Develop and maintain technical docu...

Role Overview: The role focuses on building and managing relationships with HNI, corporate, and institutional clients by offering fixed-income investment products such as listed bonds and FDs. The incumbent will drive new business acquisition, deepen existing client relationships, and achieve sales targets while staying updated on market trends and collaborating with internal teams to deliver tailored investment solutions. Key Responsibilities: Identify, Build and manage a portfolio of high-net-worth individuals (HNIs), corporate clients, and institutional investors. Promote listed bonds and FDs as an investment product, understanding client requirements and offering tailored solutions. Deve...

We are looking for a skilled SAP ePPM Project Portfolio Management Consultant with 7-15 years of experience to join our team. The ideal candidate will have a strong background in SAP S/4HANA implementation or conversion projects, preferably with PS, PPM, and/or CPM implementation. Roles and Responsibility Lead project teams and manage timelines to ensure successful project delivery. Collaborate effectively with clients and internal teams to understand their requirements and provide solutions. Design and implement workflows, data extraction, and integration with SAP ECC or S/4HANA. Manage accounts payable processes, invoice management, and document capture. Develop and maintain technical docu...

About the Role InvesTek is seeking Partner- Wealth Management. Role Highlights: • Acquire and manage HNW/UHNW clients • Drive AUM and revenue. • Cross-sell MF, PMS, AIF, Insurance, Bonds & PE • Conduct portfolio reviews and client meetings

Hiring for Real Estate Jobs in Canada(hiring both Male and Female candidates ) For Telephonic Round: Call 9240234024 (100 Hot Line No.) Or you can WhatsApp on 9540377764 (CITA Official Whatsapp Team) Requirements: * Age: 18 to 30 * Fresher or 1+ year experience in Real Estate / Sales / Customer Service * Strong English communication & interpersonal skills * Confident, well-groomed & target driven personality * Real Estate / Sales Certification or Diploma is an added advantage Key Responsibilities: * Assisting clients with property inquiries and site visits * Providing detailed information on property listings and investment options. * Maintaining strong follow up with leads and potential buy...

Job Purpose Responsible for including HNI customers into the High Networth Banking’ programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c’s, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 – 8 Areas Activities HNW Portfolio Management (Acquiring, Enhancing, Deepening ...

Role Overview The Fund Manager will oversee investment decisions by integrating AI-powered insights with strong fundamental and technical judgment. The ideal candidate brings rich experience in fund management, deep domestic and global macro understanding, and the ability to work with advanced quantitative frameworks. Key Responsibilities 1. Lead the management of a multi-asset AI-driven fund, integrating model-driven insights with human discretion for optimal portfolio outcomes. 2. Leverage 10+ years of fund management or assistant fund management experience to drive performance and ensure disciplined investment processes. 3. Deeply analyze Indian market fundamentals, including sector drive...

Job Description Summary Looking to make a global impact and solve problems? Through relentless innovation and continuous collaboration with our customers, GE Gas Power, part of GE Vernova, is providing more advanced, cleaner, and efficient power that people depend on today and building the energy technologies of the future. What impact youll make: We are seeking a highly skilled and experienced AI Product Owner to join our team. This is a key role in relation to the Power GenAI vision and strategy and will be critical to lead the scale up, expansion and implementation of GenAI programs across multiple business functions and value-streams. The role will leverage a blend of deep technology acu...

About this role: Wells Fargo is seeking a Commercial Real Estate Portfolio Associate. In this role, you will: Participate in basic review, research and reporting of commercial property performance Exercise independent judgment to guide low risk deliverables Present recommendations for resolving less complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with Commercial Real Estate Portfolio Management colleagues, internal partners, and stakeholders, including internal as well as external customers Required Qualifications: 6+ months of Commercial Real Estate Portfolio Management...

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Co-ordinator In this role, you will: Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform moderately complex credit investigations on companies and industries Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues Ensure credit files are current Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Required Qualifications: 2+ years of fin...

The Branch Sales and Service Manager is responsible for driving branch revenue,managing customer relationship,ensuring high-quality service delivery, and overseeing day-to-day sales and service operations. Roles and Responsibilities • To achieve Individual sales targets across different product segments. • Identify and convert opportunities for Advances business, cross-sell and up-sell of products. • Manage and deepen assigned ETB portfolio customers relationships. • Educate and migrate the customers to Alternate/ Digital channels. • Handle day to day operations of the branch. • Support the branch to fulfil audit and compliance requirements. • Authorize all the financial and non-financial tr...

The Branch Sales and Service Manager is responsible for driving branch revenue,managing customer relationship,ensuring high-quality service delivery, and overseeing day-to-day sales and service operations. Roles and Responsibilities • To achieve Individual sales targets across different product segments. • Identify and convert opportunities for Advances business, cross-sell and up-sell of products. • Manage and deepen assigned ETB portfolio customers relationships. • Educate and migrate the customers to Alternate/ Digital channels. • Handle day to day operations of the branch. • Support the branch to fulfil audit and compliance requirements. • Authorize all the financial and non-financial tr...