10126 Portfolio Management Jobs - Page 34

Job Purpose This position is open with Bajaj Finance ltd. To deliver a superior & seamless consumer experience on the digital assets of the company. With increasing focus of being a digital-first company, building a rich user experience & customer lifetime value on our digital assets is of utmost importance to us. There is an opportunity to better serve consumers need by creating a comprehensive digital experience to deliver accelerated growth. Culture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities PRINCIPAL ACCO...

About the Role: SandMartin Groups Family Office is looking for a detail-oriented and disciplined professional to manage comprehensive investment recordkeeping and MIS reporting . The role involves maintaining accurate transaction records, tracking multiple investment portfolios, and generating daily, weekly, and monthly reports for management review. This position is ideal for candidates seeking a long-term career in investment accounting and family office operations, with opportunities to leverage automation and AI-driven investment tools . Key Responsibilities: Investment Recordkeeping & Data Management Record all buy and sell transactions across Shares, Mutual Funds, PMS, AIFs, Bonds, Com...

Job Purpose Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines and complying with regulators norms Duties and Responsibilities 1. Allocation Planning: Planning allocation of portfolios to ROs and Agencies Based on: Performance: Previous months track record Data Analysis and Insights Geographical dimensions Capacity Location 2. Vendor Management: Activities including researching and sourcing vendors, obtaining quotes, analyzing capabilities, turnaround times, negotiating contracts and managing relationships. Role would include: Capacity C...

Job Purpose Managing the collections in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines and complying with regulators norms. Duties and Responsibilities 1. Allocation Planning: Planning allocation of portfolios to ROs and Agencies Based on: Performance: Previous months track record Data Analysis and Insights Geographical dimensions Capacity Location 2. Vendor Management: Activities including researching and sourcing vendors, obtaining quotes, analyzing capabilities, turnaround times, negotiating contracts and managing relationships. Role would include: Capacity Check...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Title : Relationship Manager Aspire Banking BU / Department : Branch and Business Banking Grade : Asst Manager / Deputy Manager Location : Branch Reporting To : Branch Manager POSITION PURPOSE Responsible to generate business from existing customer book, enhance relationships and acquire new clients. Generation of business through customer engagement for liabilities, assets & third-party products. A. KEY POSITION RESPONSIBILITIES Sr. Key Responsibilities 1 Portfolio Management – regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to streng...

Join Bajaj Capital Ltd 61 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Competitive Compensation Bi-...

Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification - Any Graduate. Grade - Deputy Manager/Manager . To Plan and implement strategy to achieve business numbers and profitability. . Managing Collaborates to tie up with Dealers, DSAs and direct business models. . To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. . Develop New and pre-owned car loans business cross branches and location. . Portfolio Management . Engage in managing the team, provide training & knowledge about the new product and policy of the organization. . Manage...

Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development...

Portfolio Management Responsible for asset NTB client acquisition along with liabilities and FX deepening. Knowledge on liability forex, trade and client relations delinquency management relationship management and analytical mindset Call 9022157571

Platinum Relationship Manager Key Responsibilities : Client Handling: Manage 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, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent commun...

Roles and Responsibilities Achieve disbursement targets while minimizing delinquency. Identify Joint Liability Groups (JLGs) and disbursed loans suitable for target customers and geographies. Drive business growth by developing and managing teams for deeper market penetration. Assess potential client base and product acceptability in new regions to expand operational areas. Manage disbursement, repayment, and delinquency , meeting daily/weekly collection targets. Conduct follow-ups on disbursed loans , especially for late payments. Undertake regular field visits, center meetings, and loan applicant assessments . Maintain portfolio quality by tracking and controlling normal dues, non-starters...

Roles and Responsibilities Achieve disbursement targets while minimizing delinquency. Identify Joint Liability Groups (JLGs) and disbursed loans suitable for target customers and geographies. Drive business growth by developing and managing teams for deeper market penetration. Assess potential client base and product acceptability in new regions to expand operational areas. Manage disbursement, repayment, and delinquency , meeting daily/weekly collection targets. Conduct follow-ups on disbursed loans , especially for late payments. Undertake regular field visits, center meetings, and loan applicant assessments . Maintain portfolio quality by tracking and controlling normal dues, non-starters...

Role & responsibilities For Relationship Manager PB Classic: Manage and grow the portfolio of Classic / High Net Worth (HNI) clients. Cross-sell banking products like CASA, Insurance, Mutual Funds, Demat, Loans, etc. Provide financial advice and maintain long-term customer relationships. Ensure achievement of monthly revenue and balance growth targets. Maintain compliance and service quality standards. For Branch Sales Manager (BSM): Drive sales and business growth for the branch through CASA, Insurance, and cross-sell products. Manage a team of Sales Officers and ensure branch-level target achievement. Monitor daily activities, ensure high-quality customer acquisition, and maintain business...

Key Responsibilities: • Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. • Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency. • Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. • Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM). Desired Profile: • Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+. • Product Knowledge: Expertise ...

Job Summary: The Sr. Executive Advisor (Branch) will be responsible for managing client relationships, driving branch-level business objectives, and ensuring compliance with regulatory and organizational standards. The role involves advising clients on investment products, implementing operational plans, and contributing to the overall branch performance through strong leadership and client management skills. Roles and Responsibilities: Ensure compliance with all regulatory requirements and internal company policies. Develop and implement operational plans and strategies to achieve branch business goals. Build and maintain strong relationships with clients, prospects, and key industry contac...

Role & responsibilities Job Roles and Responsibilities Relationship Manager wealth Client Relationship Management Build and maintain long-term, trusted relationships with Yes Premia clients. Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs). Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs. Portfolio Management Manage a portfolio of premium clients with a focus on growing the relationship value. Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals. Conduct periodic portfolio reviews and performance tracking....

Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to enhance client satisfaction and business growth. Roles and Responsibilities: Build and maintain strong relationships with high-net-worth clients by understanding their financial objectives and risk profiles. Provide tailored investment advice and product recommendations aligned with clients wealth management goals. Monitor and manage client investment portfol...

Hi, Greetings from AVANI Consulting We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resu...

As an Individual Portfolio Manager - Sales at Rudram Realty, located in Gurgaon, your role involves analyzing financial data, managing investment portfolios, and executing trades to maximize returns for clients. Key Responsibilities: - Analyze financial data to make informed investment decisions - Manage investment portfolios to ensure growth and diversification - Execute trades effectively to achieve desired outcomes for clients Qualifications Required: - Possess strong analytical skills and finance expertise - Have experience in Portfolio Management and Investments - Knowledge of trading practices is essential - Excellent communication and interpersonal skills - Hold a Bachelor's degree in...

We are seeking a proactive and results-driven SMB Portfolio Sourcing & Management Professional to focus on identifying high-potential Small and Medium Businesses (SMBs) within their designated hub. You will be instrumental in supporting these SMBs by facilitating corporate partnerships, market access, funding access, and robust growth strategies . This role is ideal for someone passionate about fostering the growth of small and medium enterprises and driving tangible economic impact. Key Responsibilities SMB Identification & Engagement: Work collaboratively with industry associations (CII, FICCI, NASSCOM), government agencies, and corporates to source scalable SMBs. Facilitate SMB onboarding...

Handle back-office banking operations and data entry. Process account opening forms, KYC verification, and transaction records. Maintain accurate customer data in the system. Support compliance and audit requirements. Required Candidate profile Eligibility Criteria Age: Maximum 26 years of age Graduates with 50% marks from any stream can apply. Final Year students are not allowed One year gap between 12th & Graduation can be considered

As an AVP, Junior Portfolio Manager at our company, you will be a crucial part of the Investments function in the Private Bank division. Your role will involve supporting portfolio management by conducting market research, analyzing macroeconomic trends, and collaborating with investment teams to make strategic asset allocation decisions. Your responsibilities will include: - Monitoring and adjusting portfolio positions based on market conditions - Conducting thorough research on macroeconomic environment and industry analysis - Collaborating with the global MAC team to implement investments across asset classes, markets, and sectors - Communicating investment views and ideas with colleagues...

As a candidate for this role, you will be responsible for: - Collecting, analysing, and interpreting data - Analysing stock market direction - Valuation of companies - Portfolio management - Staying updated on the latest news - Ability to set processes of research Qualifications required for this position include: - Strong analytical skills - Knowledge of stock market trends and valuations - Experience in portfolio management - Ability to stay informed on the latest news and trends - Excellent research skills - Proven ability to set and follow processes effectively Please note that this is a full-time position with a day shift schedule. The work location is in person, and the expected start ...