10126 Portfolio Management Jobs - Page 35

Role Overview: You will be responsible for end-to-end solution design, development, and documentation as part of pre-sales activities. You will bring in deep Salesforce Pre-Sales and Technical expertise across multiple Salesforce clouds. Your role will involve understanding business context and challenges to define the vision and requirements for the solution, recommending potential options, selecting the most optimal option, and being accountable for activities around solution ideation, design, estimation, and commercial modeling leveraging best practices in Salesforce development and technical guidelines. You will also play a key role in helping arrive at the right pricing model, coordinat...

Role Overview: As a Credit Analyst at DBS, your primary role will be to support Relationship Management teams in various activities such as preparing and submitting Credit Memos to CCG, completing documentation formalities, assisting in client onboarding/KYC reviews, and managing the existing portfolio of clients. You will also be responsible for highlighting early warning signs in the portfolio, exploring cross-selling opportunities, and ensuring regulatory compliance. Key Responsibilities: - Prepare accurate credit proposals in a consistent and concise manner - Maintain a close working relationship with the Business Unit to meet deliverables - Conduct need-based meetings with customers to ...

Role Overview: As a Patent Agent at our company, you will be the nodal agency for handling all matters related to Intellectual Properties created by institutions or employees. Your responsibilities will include processing proposals for obtaining approvals and grants for trademarks, patents, and other Intellectual Properties. You will also be involved in commercializing patents by transferring them to the company, identifying potential users, marketing the patents, and negotiating agreements with partners. Key Responsibilities: - Handle all matters of Intellectual Properties of Institutions and/or created by employees - Process proposals for obtaining approvals/grants for Intellectual Propert...

As a Corporate Real Estate Manager, you will be responsible for overseeing and managing the company's real estate portfolio. Your role involves acquisitions, leasing, facilities management, and strategic site selection to ensure that real estate assets align with the company's business objectives, optimizing space, cost, and operational efficiency. **Key Responsibilities:** - **Strategic Planning:** Develop and implement real estate strategies to support the company's growth and operational needs. - **Portfolio Management:** Oversee the company's real estate portfolio, including various property types like offices & guest houses. - **Lease Administration:** Manage lease agreements, renewals,...

Role Overview: You will be responsible for acquiring and building a well-diversified portfolio within the IBG 4 segment, focusing on generating revenue from various sources such as assets, trade, cash, treasury, and fees while maintaining an acceptable risk level. Your role as a Relationship Manager will involve delivering results in line with the bank's lending guidelines. Key Responsibilities: - Source new asset relationships within the IBG 4 segment, ensuring alignment with the Bank Lending Policy and targeting a turnover of up to 100 Crore. - Drive Net Interest Income and fee generation across the portfolio through cross-selling of trade, liabilities, cash, treasury, and fee products. - ...

As a Fashion Model, your role involves walking the runway, posing for photos, and representing clothing and accessories. You will collaborate closely with photographers, stylists, makeup artists, and designers to achieve a desired look. Your responsibilities also include promoting products and services for brands, potentially through advertisements, commercials, or promotional events. Additionally, you will be required to travel to different locations for shoots, shows, and events, managing travel arrangements and schedules efficiently. As a Fashion Model, you will be responsible for creating and maintaining a portfolio of work to showcase your experience and versatility. It is essential to ...

Required Skills: Oracle HCM Product Security, RBAC, SoD, HCM Extract, HDL, BI Publisher, Oracle ERP, HR ERP Security Configuration, User Provisioning, Security Role Design

Role & responsibilities Job Description - Commercial Credit Experience - 2 year to 8years . Please share your cv at surbhi.malhotra@nlbtech.com Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com Experience in CRE and Underwriting Evaluate financial performance of companies /borrower / guarantor across all segments and class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research using various third-pa...

Key Responsibilities: 1. Customer Acquisition & Relationship Management: Acquire new HNI / Elite customers for CASA and other liability products. Maintain and deepen existing relationships through regular interactions and service excellence. Conduct portfolio reviews to identify cross-selling opportunities (mutual funds, insurance, loans, etc.). 2. Business Development: Achieve assigned targets for CASA balances, cross-sell, and income generation. Identify potential markets and customer segments to drive business growth. Participate in marketing and promotional activities to enhance customer acquisition. 3. Service Delivery: Ensure seamless onboarding and superior service delivery to custome...

Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers . The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication skills, a client-centric mindset, and a deep interest in financial planning and portfolio management. Key Responsibilities Build and nurture long-term relationships with clients, understanding their financial goals, risk appetite, and investment needs. Recommend appropriate investment products including Mutual Funds, PMS, and AIF in line w...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+. Product Knowledge: Expertise in PMS and key investment product

Long Description Key Responsibilities: Funding and Portfolio Management: Assist in processing fundings for DDTL and RCF facilities. Act as a primary point of contact for the investment team and external clients, ensuring proactive management of the loan portfolio. Monitor borrower and administrative agent emails for new borrowing requests and prepare related capital call files. Research and Analysis: Conduct detailed research using various data vendors and systems to validate static data and other portfolio details. Perform detailed analysis and ensure timely delivery within a highly compliant, error-free framework. Deal Closings: Participate in private deal closing activities, including: En...

Essential Services: Role & Location fungibility At ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team. To achieve this, employees at ICICI Bank are expected to be role and location-fungible with the understanding that Banking is an essential service. The role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature. About the Role ICICI Bank is pleased to on-board Chartered Accountants across various functional domains lik...

Job Name - US Central Pvt Portfolio ADN Leader Position Summary Client-centricity means putting relationships at the heart of our strategy,operations and processes. It s about creating long-term value for clients by taking a broad view of their sectors and the business world to help them address opportunities they might not see without us. As agreed per GDS growth Glidepath for US - EY Private integration goal for US is set at 42%+ penetration using the smart delivery construct. As GDS Assurance scales its delivery model to execute on agreed normative model and glidepath, there is a need for EY Private portfolio ADN leader based on US regions to lead the service delivery across for EY Privat...

Location: Bengaluru Designation: Senior Consultant Consulting Portfolio PMO Your potential, unleashed. India s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realise your potential amongst cutting edge leaders, and organisations shaping the future of the region, and indeed, the world beyond. At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters. Your work profile. The Portfolio PMO plays a pivotal role in enabling program success by driving governance, compliance, stakeholder en...

Role & responsibilities Develop and maintain strong relationships with bank partners to drive sales of life insurance products. Conduct regular training sessions for bank staff to ensure they are well-versed in our product offerings. Achieve sales targets and ensure growth in the bancassurance channel. Provide exceptional customer service and support to bank partners and clients. Preferred candidate profile 1. Would prefer candidate with Min 6 months - 4 year of experience in Banca Sales. 2. Min experience of 6 months in current organization (only Insurance). 3. Currently on CTC of 2 to max 4.05 Lacs.

Independently manage PMS & AIF audits and compliance as per SEBI norms. Review AUM, income, and expense reconciliations, certify reports, coordinate with clients, guide juniors, assist partners, and drive process improvements for audit efficiency. Required Candidate profile • Strong understanding of SEBI PMS & AIF regulatory framework. • Proficiency in Excel, Power Query, and financial data analysis.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Portfolio Management Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. Adhere to all regulatory guidelines and compliance standards, ensuring that clients' i...

Job Description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST ...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank s retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution RPMG engages delinquent customers with multiple repayment solutions and ficial counseling, promoting responsible credit behavior and long-term ficial health This approach aligns with the bank s overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key contribu...

ROLE :Relationship Manager / Senior Relationship Manager DEPARTMENT :Retail Sales / Institutional Sales / Direct Sales LOCATION:Hyderabad Whom are we Looking For? We are looking for a competent talent who can recruit, retain, and lead the sales team by executing sales plans for achieving revenue targets. Roles & Responsibilities * Build and maintain strong relationships with existing and prospective clients, understanding their investment objectives, risk tolerance, and financial needs. * Conduct in-depth discussions and perform comprehensive assessments to develop customized equity investment solutions. * Proactively communicate with clients to provide updates on market trends, investment o...

JOB OVERVIEW ROLE Wealth Manager DEPARTMENT Sales LOCATION Hyderabad, Telangana Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers cli...