13295 Portfolio Management Jobs - Page 31

Role & responsibilities - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products -Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement -Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

We have exciting opportunities for the role of Marine Underwriter Location : Mumbai , Bangalore, Chennai Interested candidate can share resume on [HIDDEN TEXT] with subject line Marine Underwriter and share below details. Current Salary Expectation Notice Period Education (Full Time / part Time) Role : Managing all complex underwriting quotes and/or proposals of that specific cargo segment Handling reinsurance aspects of that segment Create underwriting guidelines and information sheets for various cargos forms part of that segment Innovation in underwriting approach to structure policy designing to suit the exact requirement of insured's and/or intermediaries. Identifying niche pockets with...

As an Insurance Sales Manager at Bank, you will be responsible for driving the insurance business through BANK affluent and High Net-Worth Individual (HNI) customer base. This individual contributor role focuses on understanding client needs, offering tailored insurance solutions, and ensuring seamless customer service, while adhering to regulatory and internal compliance standards. Key Responsibilities: Insurance Sales: Drive life and non-life insurance sales through direct interaction with HNI clients of Bank. Client Relationship Management: Build and maintain strong relationships with HNI customers to ensure long-term engagement and cross-sell opportunities. Needs Assessment: Conduct fina...

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...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients 2) Achieve the Targets set in terms of product mix 3) 360 degree coverage of client needs across his personal & business banking/financial needs 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth 7) Manage the portfolio to de-risk against ...

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 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. Mandatory Key Ski...

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 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 , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) 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 ...

Job Title: Relationship Manager Department: Medium Enterprises (ME) - Working Capital Products Experience: CA Freshers/MBA with 2 years experience. Role Summary: We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to 500 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products. Key Responsibilities: 1. Client Acquisition (NTB): Source new-to-bank (NTB) clients in the medium enterprise segment with turnover up to 500 Cr. Identify opportunities through market intelligence, references, and ind...

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.

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.

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...

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...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Job Opening: Wealth Manager Location: Bandra, Mumbai About the Company A leading India-based asset management and wealth advisory firm offering comprehensive investment and financial planning solutions to HNI and UHNI clients . The firm specializes in delivering customized wealth management strategies across multiple asset classes with a strong focus on long-term client relationships and value creation. Role Overview We are looking for an experienced Wealth Manager to acquire, manage, and grow relationships with high-net-worth clients. The role involves end-to-end wealth advisory, portfolio management, and business development while ensuring compliance and superior client experience. Key Res...

Experience in direct selling of financial products including PMS and Advisory. Candidate should manage a minimum AUM of 50 Cr across PMS and Mutual Funds, with strong HNI relationships.

ANAND RATHI SHARES AND STOCK BROKERS LTD Role: Branch Manager ( Sales, Business Development & Team Management) Industry: Financial Broking Houses Team Management: 1+10 members (mix of RMs and Dealers) Reporting to: Cluster Head Experience: 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role. Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team m...

Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel

GSPO is an enabler function and serves as a strategic partner to Global Capability Centers by Facilitating alignment across FCB for engagement with the team in India. Capture, prioritize, and document all offshore work placement requests for executive review and direction. Manage the build, expansion, and transition of delivery capabilities. Enable ongoing performance monitoring for FCB s collective offshore operations. Impact (Job Summary/Why this Role Matters) This position is an integral part of the Global Services Program Office (GSPO) and youll wear many hats. Youll be responsible for overseeing a collection of strategic changes to grow, manage and provide operational oversight for Firs...

Shaping the Future of Credit Systems by contributing to the product management of Credit Applications and data culture by helping build and enhance Credit Risk applications aligning with the data infrastructure, reporting frameworks, optimizing data pipelines, and mentoring teams on data storytelling and visualization best practices. Job Details Position Title: Senior Product Analyst Career Level: P2 Job Category: Analyst Role Type: Full Time Shift Timings: 3.30 PM - 12.30 AM Job Location: IND, Bengaluru, Hybrid (Minimum 3 Days in office) About the Team: The position is for Credit Systems Team within CA & I (Credit Administration & Infrastructure) group under Credit Risk Area. Credit Systems...

The position is for Credit Systems Team within CA & I (Credit Administration & Infrastructure) group under Credit Risk Area. Credit Systems team is responsible for Product Management of Applications in Credit Risk area. The team partners closely with business, technology providing solutions to stakeholders by building and managing applications catering to Portfolio Management, Credit Risk System & Analytics, Commercial Finance and Credit Reporting Infrastructure. Impact This position will partner with stakeholders to identify business requirements, gaps in existing capabilities and defines opportunities to build products based on current and future application platforms that improve the busi...

Your Role: As a Client Financial Partner, you ll directly impact the way clients build their financial future You will engage with high-net-worth individuals (HNWIs), evaluate their portfolios and guide them on investment strategies Key Responsibilities: Transition your existing client relationships to Dezerv based on merit Conduct pre-scheduled, high-value online meetings with potential clients (portfolio size of 50L+) Use Dezerv s proprietary tech-driven approach to provide data-driven insights on clients portfolios Articulate Dezerv s unique value proposition to convert high-intent leads into investors Cultivate trust and foster lasting relationships with clients through exceptional servi...

General project management - maintain comprehensive tracking of and deadlines across all activities and deliverables for HBO, including: Initiative tracking - DocuSign, SVRO/TO deliverables, execution milestones/release schedules, value realization Reporting cycle schedule SLT/Gail/Board/Staff Meetings Talent strategy activities Special project timelines and milestones tracking - Project Raven, M&A activity Administrative activities - Hiring requests, SIRs, workforce planning, tracking engagement and leader travel, etc. Any other routine or one-off items that come up Coordination - communicating asks, sending reminders, tracking receipt and review cycles for deliverables, following up as nee...