10126 Portfolio Management Jobs - Page 36

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...

Salary: 30 to 45 LPA Exp: 7 to 13 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders. - Le...

Description The Live Under Writer will be responsible for evaluating insurance applications and assessing risks associated with live underwriting processes. This role involves collaboration with agents, data analysis, and making informed decisions regarding policy approvals. Responsibilities Evaluate and assess risks for live underwriting applications. Analyze data and information to determine appropriate coverage and pricing. Collaborate with insurance agents and brokers to obtain necessary information for underwriting decisions. Review policy applications and make recommendations for approval or denial. Stay updated on industry trends and regulations affecting underwriting processes. Prepa...

Purpose of the Job: The Specialist - Investments would undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision-making process. Responsibilities: conducting due diligence on companies and industries by researching, reading financial statements and market dataanalysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for inve...

Must have Exp in Credit Underwriting ,Credit analysis, Larger Corporates, Credit Rating, financial statement and analysis, Sectors: Energy, Power, CAMEL Analysis, Fig, Retail, Industrials, NBFC Loc: Bang/Hyd Send your CVs @ Bharathi.p@livecjobs.com Required Candidate profile Debt advisory/raise, Portfolio Management, Capital structure. Credit metrics, Covenants, financial statement and ratio analysis, Energy, Power, Financial Institutions ,Banks, Retail, Industrials,NBFC,

Job Title: BU Head - Opthal Location: Mumbai At Sun Pharma, we commit to helping you “Create your own sunshine” — by fostering an environment where you grow at every step, take charge of your journey and thrive in a supportive community. Are You Ready to Create Your Own Sunshine? As you enter the Sun Pharma world, you’ll find yourself becoming ‘Better every day’ through continuous progress. Exhibit self-drive as you ‘Take charge’ and lead with confidence. Additionally, demonstrate a collaborative spirit, knowing that we ‘Thrive together’ and support each other’s journeys.” Key responsibilities: Job Summary: BU Head would be required to develop and Monitor sales & marketing strategy to drive ...

About Us. Quantsapp already has a large user base of 1.8 million HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering Quant Analytics in Mutual Funds. With machine taking over investing activities globally, we are the first movers in this domain with a backing of highly qualified & experienced Quant Analysts. Our core team has over 20 years of experience in Stock Markets in major roles and have managed 1000's of crore of AUM. About The Role. We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and ret...

The Candidate is responsible for managing the entireServicing Activity focusing on timely resolution of customer queries andcomplaints. Should lead from the front ensuring adherence with the regulatoryand internal guidelines/policies. Key Responsibilities and AccountabilitiesManagerial Responsibilities Candidate will be responsible for Ensuring that all service standards which arecommitted to PCG customers are met without any hindrance. Stayup to date with markets to provide best solutions to the customers related totheir service concerns. Proand skilled to have on boarding of HNI clients; via PMS,AIF and MF, expertisewith KYC and other documents involved in processing . collaborating with c...

Investigate the complaints received andreply to the client or the regulators/clients as the case may be Liaise with exchange on matterspertaining to the customer complaints forwarded by the exchange Attend the Investor grievance redressalmeetings called by Exchange Managing various Monthly Regulatory reportingswithin the Regulatory Deadlines. Co-ordinate within the company withdifferent departments, to address / resolve the grievances of the clients Give continuous feedback to alldepartments on steps to be taken to reduce complaints

Investigate the complaints received andreply to the client or the regulators/clients as the case may be Liaise with exchange on matterspertaining to the customer complaints forwarded by the exchange Attend the Investor grievance redressalmeetings called by Exchange Managing various Monthly Regulatory reportingswithin the Regulatory Deadlines. Co-ordinate within the company withdifferent departments, to address / resolve the grievances of the clients Give continuous feedback to alldepartments on steps to be taken to reduce complaints

To manage the Mutual Fundproduct desk. To manage the relationship withexternal fund houses which are product manufacturers To implement relevant strategictactical management initiatives. To support the channel byassisting them with timely reverts on their MIS related queries. To analyze and data mine togenerate relevant reports and outputs which impact business decisions To manage product related MISanalytics. To be a key driver of MF dataanalytics in TPP Team and generate important reports. To assist the Regional Heads tomeet the product targets. Working closely with the BranchChannel to help PCG- Branch cross sell products. Portfolio analysis for existingprospective clients. Regular traini...

To work in coordination with existing dealing and sales team and providevalued added research based inputs to our large clients. To liaison with research teams and provide inputs to clients on sectors,themes, stocks, tactical calls etc. -- To review clients existing equityholdings and provide stock views basis research coverage To constantly engage with research team and large clients on regularbasis to provide value added inputs. . Im not sure if this can be added in JD as therecould be a compliance angle to it. Although, we do this. To ensure MIS is discussed with business managers and leaders and isused to push business and spot gaps. To be a key driver of Equity business from targeted la...

To manage the third party product desk. To manage the relationship with external fund houses which are product manufacturers. To implement relevant strategic tactical management initiatives. To support the channel by assisting them with timely reverts on their MIS related queries. To analyse and data mine to generate relevant reports and outputs which impact business decisions To manage product related MIS analytics. To be a key driver of MF data analytics in TPP Team and generate important reports. To assist the regional heads to meet the product targets. Portfolio analysis for existing prospective clients. Regular training of PCG RMs dealers. Conceptualize, launch and track Team building a...

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

A Relationship Officer is responsible for managing and nurturing client relationships. Key responsibilities include: Building Relationships: Establishing and maintaining strong relationships with clients to ensure satisfaction and loyalty. 2 Client Needs Assessment: Identifying and addressing client needs, resolving issues, and providing exceptional service. 2 Portfolio Management: Managing a portfolio of clients and growing it through effective relationship-building strategies. 2 Data Analysis: Analyzing customer data to identify trends and opportunities for enhancing services.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose MC is the local Mortgage Specialist who will be the lead for driving the Mortgage business in their territory and will have key deliverables of Mortgage volumes and...

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 financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

As a Graphic Designer, your role will involve Conceptualisation Creation, Brand Development, Print and Digital Materials Illustration, Image Editing, Typography, Color Management, Client Communication, Deadline Management, and staying current with industry trends. Experience in photography and videography is a plus. Your qualifications for this role include a bachelor's degree in graphic design, visual communication, or a related field (preferred but not always required). You should have proficiency in graphic design software like Adobe Photoshop, Illustrator, and InDesign. Strong creative and artistic abilities, attention to detail, understanding of design principles, effective communicatio...

Role Overview: As a lending professional for the SME segment in the assigned geography, your role involves acquiring and growing the lending book. This includes identifying new customer segments, strengthening existing customer relationships, and ensuring customer retention on the lending platform. Key Responsibilities: - Achieve sales targets by driving pipeline funnel to achieve book size and market share - Monitor local market trends, competitive offerings, and identify opportunities for business expansion - Engage with investment bankers, chartered accountants, and brokers to source new business regularly - Raise escalations on delinquent cases, monitor them for collection dues, and trac...

As a Sr Director level executive in the Delivery Leader role at Capgemini, you will be accountable for end-to-end delivery of projects and programs with a portfolio exceeding 20MN+ in the Auto & Aerospace sector. Your responsibilities will include managing delivery for large, complex accounts and clients as part of portfolio management involving diverse technologies, preferably in the Automotive or Manufacturing domain. It is expected that you possess a good understanding of technology in any of the ERPs, preferably in SAP, with a strong business process understanding in the Automotive or Manufacturing domain. Additionally, you are expected to have EM level 2 certification and a client-centr...

Role Overview: As a Portfolio Manager at Piramal Critical Care, your main responsibility will be to identify, develop, and explore new market opportunities aligned with critical care products for US hospital markets. You will be tasked with developing a pipeline for US hospital markets to manage and maintain a portfolio of critical care products effectively. You will report to the Sr. VP and Global Head of Business Development and Strategic Alliances. Key Responsibilities: - Identify and evaluate new product opportunities in the US hospital pharmaceutical market, and develop forecasts, marketing strategies, and launch plans. - Monitor the progress of potential new critical care products in P...

Role Overview: As a Treasures Relationship Manager (HNI Wealth RM) in Chennai, you will be responsible for managing and enhancing a portfolio of high-net-worth individual clients. Your role will involve client engagement, providing tailored financial advice, investment management, ensuring client satisfaction, and acquiring new clients. Daily tasks will include financial planning, portfolio review, market analysis, and maintaining compliance with banking regulations. Key Responsibilities: - Manage and enhance a portfolio of high-net-worth individual clients - Engage with clients to provide tailored financial advice - Conduct investment management activities - Ensure client satisfaction and r...

Role Overview: You will be a strategic, senior-level change agent responsible for driving major initiatives to evolve and optimize shared service operations to provide value, scale, agility, and innovation. Your role will involve leading initiatives to redesign and optimize processes, deploy innovative technologies, and mature the GBS operating model to deliver enhanced efficiency, effectiveness, and strategic value. As a trusted advisor to senior business stakeholders, you will act as a key change agent for the enterprise. Your immediate focus will be on developing effective Service Level Agreements tied to Key Performance Indicators for various GBS functions using baselining workshops and ...

As an Investment Executive supporting US investment operations from India, your role will involve working closely with the US team to manage client portfolios, execute investment strategies, and ensure compliance with financial regulations. Your key responsibilities will include: - Assisting US-based investment advisors in client portfolio management, investment planning, and execution. - Conducting market research, analyzing financial data, and preparing reports on investment performance. - Supporting client onboarding, documentation, and KYC processes in coordination with US compliance teams. - Monitoring asset allocation, portfolio rebalancing, and recommending adjustments based on client...