13295 Portfolio Management Jobs - Page 32

Role Overview We are seeking a dynamic and result-oriented Relationship Manager to drive institutional sales within the B2B segment. The role involves onboarding and nurturing corporate relationships, maximizing transaction throughput, ensuring profitability, and expanding market presence through strategic partnerships. Key Responsibilities 1.Client Acquisition & Relationship Management Identify, onboard, and activate corporate clients on the companys platform. Build and maintain long-term relationships to ensure repeat business and referrals. Engage with CXO-level stakeholders and promoters to drive strategic discussions. Ensure end-to-end account ownership including onboarding, transaction...

Role & responsibilities : 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 client 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. Contributing Responsibilities : To acquire new clients and activate them with asset collection....

Bachelor s degree in engineering, energy, commerce or related fields 15 years of work experience in Open Access, energy management, Power Trading (market operations or exchange bidding), Bilateral arrangement for energy sale, REC. Regulatory coordination with Govt entities Discom s/ LDC/ Transco Must have sharp regulatory knowledge with respect to power scheduling and power trading Ensure timely documentation and approval of TGNA/GNA/NOC from nodal agency in close coordination with Power trader through GOAR/NOAR portal. Preparing bid strategy through load analysis, mapping the generation for the power consumer, selling surplus energy and optimizing revenue via close coordination with consume...

Roles and Responsibility Develop and implement effective business strategies to drive growth and improvement. Conduct market research and analyze industry trends to identify opportunities and challenges. Collaborate with cross-functional teams to design and deliver solutions that meet client needs. Provide expert guidance on marketing, sales, and service operations. Identify and mitigate risks to ensure successful project delivery. Build and maintain strong relationships with clients and stakeholders. Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details ...

Roles and Responsibility Develop and implement effective business strategies to drive growth and improvement. Conduct market research and analyze industry trends to identify opportunities and challenges. Collaborate with cross-functional teams to design and deliver solutions that meet client needs. Provide expert guidance on marketing, sales, and service operations. Identify and mitigate risks to ensure successful project delivery. Build and maintain strong relationships with clients and stakeholders. Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details ...

Role: Portfolio Manager – Sales (Dubai Real Estate) Exp: 1–4 yrs in Sales/Insurance/Banking Skills: Negotiation, Client Handling, Communication Perks: Salary + Incentives Apply: hr@conquer.ae UAE | INDIA | UK | AUS | CANADA

Key Responsibilities Sales & Strategy: Develop and implement effective sales strategies to meet/exceed branch targets (e.g., CASA, loans, investments). Identify and pursue new business opportunities and key customer segments. Monitor sales performance, analyze metrics, and provide regular reports to senior management. Team Leadership: Lead, train, coach, and motivate the branch sales team to maximize performance. Foster a positive, productive, and compliance-focused work environment. Customer & Operations: Oversee daily branch operations and ensure excellent customer service delivery. Build and maintain strong relationships with key clients and the local community. Resolve escalated customer...

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 , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) 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. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Manageme...

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 ag...

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 , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) 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. Mandatory Key Skills Wealth Management , Relationship Management, I...

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 ag...

Career Area: Engineering Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, youre joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We dont just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. WE BUILD WHAT MATTERS What matters most to youIs it being part of a strong teamglobal problemsYou can do these and more at Caterpillar, your work enables progress around the globe, and you co...

Job Title: Claims Expert PC (Treaty/Fac) India Branch Corporate Title: Vice President Division: BCM-Property Casualty Claims SID Mu Location: Mumbai, India Branch Hiring Manager: Sheema Khurshed Swiss Re is one of the world s leading providers of reinsurance, insurance, and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. At Swiss Re we combine experience with creative thinking and cutting-edge expertise to create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 13,000 employees across th...

Role & responsibilities Drive acquisition of HNI and UHNI clients with a strong focus on broking revenue growth . Recruit, train, mentor, and retain a high-performing team of HNI Relationship Managers and Dealers . Monitor and analyze client portfolios and provide strategic advisory services aimed at achieving optimal returns . Lead cross-selling initiatives for third-party products (TPPs) including Mutual Funds, PMS, AIFs, Structured Products, and other investment solutions. Effectively communicate and promote the organizations research insights and advisory recommendations to clients. Ensure timely preparation and submission of MIS and performance reports in line with business requirements...

Responsibilities: * Oversee portfolio performance & risk management * Ensure compliance with regulatory standards * Manage family office's mutual fund investments * Collaborate with wealth managers on strategic planning *Monitor market trends Provident fund Health insurance Annual bonus Travel allowance House rent allowance Employee state insurance Performance bonus Leave encashment Mobile bill reimbursements Gratuity

Job Description Summary As a Portfolio Program Manager, you will leverage deep technology, process, and domain expertise to drive execution across multiple interdependent projects within a program. You will ensure that outcomes are delivered on time, within scope, and budget, and meet the desired quality standards. Additionally, you will define execution standards and processes to be followed by all project managers within the program or department. Job Description Roles and Responsibilities: In this role, you will: Responsible for Leading multiple segments and its Application - DHS (Digital Health Service) Dependency Management Be the single focal point for all DHS dependencies, issues, and...

Position Title: PMO-Project Manager (IND)-GR-38122-59299-JR173836 Job Family: BSP > Program/Project Shift: Job Description: Job Title Project Manager Requirement Type Full Time Employee Job Location Bangalore; Gurugram Requirement Level I12 Hiring Manager Sr Manager Strategic Change Primary Skill Project Management Office Business Business Value Excellence Skill Category Niche JOB POSITION We are seeking a highly skilled Project manager. JOB RESPONSIBILITY General project management - maintain comprehensive tracking of dates and deadlines across all activities and deliverables for HBO, including: Initiative tracking - DocuSign, SVRO/TO deliverables, execution milestones/release schedules, va...

How You Will Add Value You will: Validate overnight cash balances and ensure accurate start-of-day positions. Collaborate with portfolio managers and fund accountants to resolve cash-related issues. Perform daily and monthly reconciliations, investigating and resolving discrepancies promptly. Daily Cash reporting to senior stakeholders and Trading Desks Assist in developing cash forecasting models for efficient liquidity management. Actively cash manage funds - FX, MMF and Cash Transfers on complex multi custodian Funds Identify and implement process improvements in treasury operations. What Will Help You Be Successful in This Role Experience, Education & Certifications: Bachelor s degree in...

Role Summary Key Accountabilities/ Responsibilities Stakeholder interfaces Experience Education

AllianceBernstein s Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas: Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth Business Development is a conduit to the firm s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education Product Strategy & Development designs, develops and manages the firm s global lineup of investment services and considers clients evolving needs to identify new opportunities Marketing ...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Mutual Funds, Private Banking, PMS, AIFs, Capital Markets, Equity Markets etc. Provide investment advisory services to clients by understanding their financial goals and risk appetite. Develop customized investment strategies for each client based on their specific needs. Monitor market trends and economic indicators to make informed decisions about portfolio management. Ensure timely communication with clients regarding investment performance and updates. Desired Candidate Profile 8-13 years of experience in Wealth Management or related field. Strong kno...

Roles and Responsibility Develop and implement comprehensive digital strategies to achieve business objectives. Build and maintain strong relationships with clients through effective communication and engagement. Identify new business opportunities and generate leads through digital channels. Collaborate with cross-functional teams to drive sales growth and revenue. Analyze market trends and competitor activity to stay ahead in the industry. Provide exceptional customer service and support to clients. Job Requirements Proven experience in digital marketing and sales, with a focus on relationship management. Strong understanding of digital platforms and technologies, including social media an...

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Key Account Manager (KAM)/ Select - Relationship Manager(SRM) - Branch Banking across Nagpur and Vidharbha Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible fo...

Sell equity products, assess client risk appetite, and manage HNI portfolios. Achieve monthly business targets, build strong client relationships, and provide regular investment updates. Required Candidate profile 2-5 yrs exp in financial sales (Equity/MF). Proven track record with HNIs. Strong comms skills & target-oriented mindset. Candidates with AUM >20Cr preferred.

Job description Relationship manager ( Working capital) Core Responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to e...