10126 Portfolio Management Jobs - Page 31

Role Context: If you're a detail-oriented analytical professional who is passionate about research & interpreting data, you have found the right team. Have an aptitude for data crunching and analysis along with knowing the basics of investible asset classes to be able to draw comparative analysis to develop investment models. The role focusses on researching, analyzing, and modelling financial data to support investment decisions. Analyze and prepare client portfolios and assist them in the portfolio construction / review process by working with product team to achieve their financial objectives as per client suitability and risk profile. Study market trends & product(s) performance, collate...

Drive sales initiatives and generate revenue by managing the channel partners Update the partners about fund performance & USP’s of new product launches Manage existing, potential Private Wealth partner relationship& engagement,promotional activities

As a Relationship Manager, you will have the opportunity to connect with the banks high-value customers and provide comprehensive banking solutions. Opportunity to connect with existing customers of the bank to provide them support on products or other requirements. Your role involves fostering and deepening customer relationships by offering tailored, fair, and effective financial solutions that align with their evolving needs. Through exceptional service as a single point of contact, you will play a key role in positioning Jana Bank as the preferred choice for customers. Engage with customers throughout their journey and provide tailored products and services that align with their financia...

As a Relationship Manager, you will have the opportunity to connect with the banks high-value customers and provide comprehensive banking solutions. Opportunity to connect with existing customers of the bank to provide them support on products or other requirements. Your role involves fostering and deepening customer relationships by offering tailored, fair, and effective financial solutions that align with their evolving needs. Through exceptional service as a single point of contact, you will play a key role in positioning Jana Bank as the preferred choice for customers. Engage with customers throughout their journey and provide tailored products and services that align with their financia...

Description We are seeking a skilled Financial Consultant to join our team in Ashok Nagar, India. The ideal candidate will have 2-9 years of experience in financial consulting, with a strong background in analyzing financial data and developing strategies that align with client goals. Responsibilities Conduct financial analysis and provide insights to clients. Develop financial plans and investment strategies tailored to client needs. Prepare detailed reports and presentations for clients. Monitor client accounts and adjust financial strategies as necessary. Stay updated on financial regulations and market trends to advise clients effectively. Skills and Qualifications Bachelor's degree in F...

As a Premier Relationship Banker at HSBC within the International Wealth and Premier Banking team, your role will involve managing, acquiring, growing, and deepening relationships with Premier customers through effective relationship management. You will be responsible for driving revenue and AUM growth expectations by providing holistic financial planning services. Additionally, you will need to ensure a high level of sales and services of HSBC retail products based on needs-based selling. Your key responsibilities will include referring mortgage business to the Mortgage Arranger, promoting best practices in wealth sales, and ensuring compliance with all products and sales policies and guid...

As a Business Development Manager, you will work closely with the South Asia GM and Area Business Development Director to develop and align strategies for Partnerships/Business Development in India and South East Asia. Your main responsibility will be to own the end-to-end BD process, from screening potential partners to launching new initiatives. **Core Job Responsibilities:** - Proactively identify potential partners within the healthcare ecosystem in India that can contribute to incremental revenue. - Drive alignment and shape strategies with potential partners through executive engagements to create mutual sustainable value. - Lead the development and implementation of comprehensive busi...

Description We are seeking a dedicated Financial Risk professional to join our team in India. This role is ideal for freshers/entry-level candidates who are eager to learn and grow in the field of financial risk management. Any candidate who wants to apply can contact on the given contact number. 08375858125 Responsibilities Conduct financial risk assessments and develop risk management strategies. Analyze market trends and economic data to identify potential risks. Prepare reports and presentations on risk exposure and mitigation strategies. Collaborate with cross-functional teams to implement risk management policies. Monitor and review existing risk management processes and recommend impr...

As an Equity Head at our organization, you will play a crucial role in overseeing equity trading, investment strategies, and portfolio management. Your responsibilities will include leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. Key Responsibilities: - Develop and implement the overall equity investment strategy. - Identify market trends, new investment opportunities, and risk management strategies. - Ensure alignment with the organization's financial goals and objectives. - Oversee equity trading and portfolio management for clients and the firm. - Develop customized investment solutions base...

As a candidate for the position of Conducting Microfinance Business, your role will involve conducting in-depth research and utilizing primary and secondary sources to identify business potential locations and maintain a quality portfolio in the region. You will also be responsible for engaging with microfinance institutions as a representative of TCFSL at all times. Your key responsibilities will include: - Leading a sales team comprising Area Sales Managers, Branch Managers, and Loan Officers to drive business numbers and achieve targets - Pursuing additional business opportunities through partnerships and maintaining relationships with partners in your region - Formulating new products wi...

As an Underwriter for mortgage business in the assigned branch/location, your role involves reviewing and assessing a variety of complex loan applications within defined guidelines. You will be responsible for making decisions or recommending them for approval to higher authorities. Additionally, you will underwrite proposals according to laid down policies & procedures to meet agreed SLAs and manage business volumes in the city/area. Conducting personal discussions with customers to establish creditworthiness and ensuring completion of credit/KYC documents and verifications through telephonic, field, and collateral visits will be part of your responsibilities. Your core responsibilities wil...

As an experienced professional in Credit Processes and Credit Underwriting, your role will involve implementing and managing Credit Policies for the Corporate Finance division. You will be responsible for monitoring systems and processes to ensure the smooth implementation of credit policies in the region. Your proactive participation in deal structuring and credit enhancement will facilitate faster deal closures. Key Responsibilities: - Implement and administer Credit Policies for the Corporate Finance division. - Monitor systems and processes to ensure smooth implementation of credit policies. - Facilitate faster deal closures through proactive participation in deal structuring. - Maintain...

Role Overview: At EY, you have the opportunity to shape a career tailored to your uniqueness, supported by a global network, inclusive culture, and cutting-edge technology. Your distinct voice and perspective are pivotal in advancing EY's excellence. Join us in crafting an exceptional journey for yourself and contributing to a better working world for all. Key Responsibilities: - Lead a portfolio of 8-10 large private clients in the US Central region as the Executive Director from GDS - Collaborate closely with GCSP to enhance client relationships, engage with executives and audit committees, and identify strategic opportunities - Participate in US Central EY Private forums to identify integ...

Role Overview: You will be responsible for ensuring that the targets of the location are met through effective planning and budgeting. Your main focus will be to devise strategies and techniques necessary for achieving the sales targets and making Avanse a brand of first choice within our customer segment in the respective branch. Key Responsibilities: - Understand the Educational Dynamics and Direct Channel network of Industrial Areas of the market. - Possess complete knowledge of the Education institutional loan market in terms of business numbers, business practices, and new initiatives. - Have a thorough understanding of documents at different stages of the loan approval process. - Colla...

As a Credit Manager, your role involves ensuring proper credit evaluation of customers as per policy and process. You will conduct personal discussions with customers to evaluate loan proposals and support the branch team in achieving desired branch objectives. Additionally, you will manage and maintain Turnaround Time (TAT) for loan disbursement while supervising and mentoring Credit Officers and Officer Credit Operation. Key Responsibilities: - Diligently appraise loan applications in line with the credit policy of the organization - Implement credit policies to build a good quality portfolio for the branch - Ensure completion of all aspects of the file before loan disbursement and maintai...

Role Overview: As the AVP - Lead Liability Underwriting at Global Corporate & Commercial (GC&C) in Vikhroli, Mumbai, your role involves leading the development and execution of underwriting strategy within the Engineering or relevant commercial lines portfolio under GC&C India. Your strategic approach will ensure effective portfolio performance, maintain governance, and cultivate market relationships aligned with global and regional GC&C business objectives. Key Responsibilities: - Strategy Development & Execution: - Formulate and implement a structured underwriting and portfolio strategy aligned with global and regional GC&C LOB guidelines. - Define and monitor KPIs for underwriting process...

As an Equity Head at our company, your role will involve strategic leadership, portfolio & investment management, research & analysis, client & stakeholder management, regulatory & compliance, and team leadership & development. Key Responsibilities: - Strategic Leadership: - Develop and implement the overall equity investment strategy. - Identify market trends, new investment opportunities, and risk management strategies. - Ensure alignment with the organization's financial goals and objectives. - Portfolio & Investment Management: - Oversee equity trading and portfolio management for clients and the firm. - Develop customized investment solutions based on market research and analysis. - Ens...

As a Content & Copy Lead at Tier2 Digital, you will be responsible for owning all copy-related work, including messaging strategy, campaign concepts, website content, and brand narratives. You will collaborate closely with designers, strategists, and client services to set the tone and direction for diverse client accounts. This mid-to-senior role requires someone who can write sharp, engaging copy and drive creative thinking. **Key Responsibilities:** - Lead copy creation across various formats such as social media, websites, ads, emails, CRM campaigns, brand messaging, and video scripts - Develop tone-of-voice and messaging strategies tailored to each brand and audience - Collaborate on cr...

Shift Time : 2 pm to 11 pm IST Role Summary The Portfolio Management Analyst will support the PMO’s portfolio management capabilities for a multi-year, multi-million-dollar technology program. Reporting to the Portfolio Management Lead, this mid-level role will assist in portfolio-level planning, prioritization, and performance tracking, ensuring initiatives are strategically aligned and delivering value. The successful candidate will collaborate with stakeholders across delivery, finance, and strategy functions, contributing to data-driven decision-making and continuous improvement. Key Responsibilities • Support the end-to-end management of the technology project portfolio, ensuring initia...

As a Mortgage Underwriter at our company, your role involves managing the mortgage business portfolio in the assigned branch/location. Your responsibilities include: - Reviewing and assessing a broad range of complex loan applications within defined guidelines and making decisions or recommending them for approval to higher authorities. - Underwriting proposals as per the laid down policies & procedures to honor the agreed SLAs and manage city/area business volumes. - Conducting personal discussions with customers to establish creditworthiness, ensure completion of credit/KYC documents, and verification through telephonic, field, and collateral visits. - Assessing income to obligation ratios...

As a skilled Credit Manager at our company, your role will involve various responsibilities to ensure efficient credit management and customer satisfaction. Key Responsibilities: - Visit business premises, properties, and residences of customers during the pre-disbursement process - Analyze actual business income and expenses beyond reported income of customers - Understand customer business and requirements from their perspective - Study, analyze, and interpret legal and technical property reports as well as internal check reports - Underwrite and sanction home loans/loans against property sourced by the sales team - Address post-sanction conditions and respond to queries raised by the team...

Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Educational Qualifications & Certifications Post-Graduation Compulsory NISM VA Compulsory NISM XXIA Compulsory

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.

About Us JOB DESCRIPTION LEAD ASSOCIATE FINANCE & ACCOUNTS (MORTGAGE LENDING) To know more about us, visit www.nexdigm.com Job Description Role specific skillsets: Accounting concepts & Processing Experience working in commercial real estate lending industry for Agency loans (Freddie Mac, Fannie Mae, HUD) Experience in either underwriting, appraisal, asset management, servicing, portfolio management, financial modelling, securitization Knowledge of using third party reports, loan documents and analyzing borrower's financial statement Experience of handling a team of 5+ members Handson experience of client management, stakeholder management Core Competencies Service Orientation Should be awar...

Overview: Botsfolio is seeking experienced crypto traders, analysts and independent portfolio managers to join our platform as Portfolio Creators. In this role, you will publish and manage live crypto portfolios, share market insights and contribute to a growing ecosystem of digital asset strategies. This is a opportunity designed for individuals with a strong understanding of crypto markets and a desire to build a presence in the space. Responsibilities: Publish and manage one or more crypto investment portfolios on the Botsfolio platform. Provide strategic updates, rationale and analysis for portfolio moves. Contribute to the overall quality of content on the platform. Ideal Background: In...