7284 Portfolio Management Jobs - Page 36

KEY RESPONSIBILITIES Develop and maintain relationships with high-net-worth individuals, family offices, and private investors Source, analyse, and structure real estate investment opportunities across various asset classes Execute buy-side and sell-side transactions for private capital / family office clients Provide strategic investment advice aligned with clients' wealth management goals Collaborate with JLL's broader capital markets platform globally to leverage market intelligence and opportunities Create detailed financial models and investment memorandums for potential acquisitions and dispositions Negotiate investment terms and transaction structures Stay current on market trends, ca...

What this job involves: The Project Management process forms the foundation of our delivery. Viewing and analyzing every aspect of the process from a risk lens helps develop a deep understanding of why we do things in a certain way. On site daily training meeting to the workers in the form of TBT to ensure to meet the quality standards and it's requirements by minimizing observations.

What this job involves: The Project Management process forms the foundation of our delivery. Viewing and analyzing every aspect of the process from a risk lens helps develop a deep understanding of why we do things in a certain way. On site daily training meeting to the workers in the form of TBT to ensure to meet the quality standards and it's requirements by minimizing observations.

What this job involves: The Project Management process forms the foundation of our delivery. Viewing and analyzing every aspect of the process from a risk lens helps develop a deep understanding of why we do things in a certain way. On site daily training meeting to the workers in the form of TBT to ensure to meet the quality standards and it's requirements by minimizing observations. As per approved MIS reports, Stakeholder discussion

What this job involves: High level of independence Do you work independently without close supervision? We can offer you an exciting role where you can use this passion to enhance your skills and play a key role in delivering consistent and qualitative Lease Administration Abstraction services for JLL Clients You will be managing a team of individuals who work on Abstraction aspect of Lease Administration You will be accountable for the operational delivery of your team members You will be accountable for Operational delivery of Abstractions A high degree of independence required on a day-to-day Manage administrative and recruitment matters in consultation Act as the contact for interaction ...

What this job involves: High level of independence Do you work independently without close supervision? We can offer you an exciting role where you can use this passion to enhance your skills and play a key role in delivering consistent and qualitative Lease Administration Abstraction services for JLL Clients You will be managing a team of individuals who work on Abstraction aspect of Lease Administration You will be accountable for the operational delivery of your team members You will be accountable for Operational delivery of Abstractions A high degree of independence required on a day-to-day Manage administrative and recruitment matters in consultation Act as the contact for interaction ...

What this job involves: High level of independence Do you work independently without close supervision? We can offer you an exciting role where you can use this passion to enhance your skills and play a key role in delivering consistent and qualitative Lease Administration Abstraction services for JLL Clients You will be managing a team of individuals who work on Abstraction aspect of Lease Administration You will be accountable for the operational delivery of your team members You will be accountable for Operational delivery of Abstractions A high degree of independence required on a day-to-day Manage administrative and recruitment matters in consultation Act as the contact for interaction ...

Role Overview: As an Apprentice Pantry at JLL, you'll learn essential food service support operations while maintaining high standards of organization, cleanliness, and service in our client facilities. Key Learning Opportunities: Assist with pantry and kitchen organization, stock rotation, and inventory management Learn proper food storage techniques and safety protocols Develop skills in basic food preparation and presentation for meetings and events Gain experience in maintaining cleanliness standards in food service areas Understand supply ordering and vendor coordination processes Support caf operations during peak periods Qualifications: Graduate Basic understanding of food safety prin...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425313 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425313 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425310 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425310 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equi...

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...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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.

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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Exp.- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and othe...

We are currently looking to hire young and energetic Relationship Manager/Sr Relationship Manager for Kolkata ,Dhanbad and Bhubaneswar location. Job Description - As a Relationship manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the...

What this job involves: The Project Management process forms the foundation of our delivery. Viewing and analyzing every aspect of the process from a risk lens helps develop a deep understanding of why we do things in a certain way. On site daily training meeting to the workers in the form of TBT to ensure to meet the quality standards and it's requirements by minimizing observations. As per approved MIS reports, Stakeholder discussion

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.