13295 Portfolio Management Jobs - Page 36

Acquire new clients through referrals, networking, and market outreach Build and maintain long-term relationships with HNI, UHNI, and affluent clients Understand client financial goals, risk profile, and investment preferences Required Candidate profile Strong understanding of financial markets and investment products Must Handle HNI & Ultra HNI Clients.

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...

The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: To achieve revenue target through broking & cross selling products launched by Sharekhan. Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekhan One. Effective & seam...

Job Title: Sales Manager Product & Portfolio Department: Branch Channel Location: Chandigarh & Sonipat Experience: 5 to 8 years Diversity Focus: Female candidates (DEI initiative) Role Overview: We are seeking an experienced Sales Manager Product & Portfolio to join our Branch Channel team. The ideal candidate will be responsible for driving product penetration, managing portfolio performance, and ensuring business growth through effective sales strategies. Key Responsibilities: Develop and implement sales plans to achieve product and portfolio targets within the branch channel. Drive acquisition and cross-sell initiatives for assigned products. Monitor portfolio health and ensure compliance...

Project Role : Program/Project Management Lead Project Role Description : Manage overall delivery of a program or project to achieve business outcomes. Define project scope and monitor execution of deliverables. Communicate across multiple stakeholders to manage expectations, issues and outcomes. Must have skills : Project Portfolio Management Tools Good to have skills : NA Minimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Program/Project Management Lead, you will manage the overall delivery of a program or project to achieve business outcomes. Your typical day will involve defining project scope, monitoring the execution of d...

As an Intern - Product Manager, you will own outcomes. This will include. Support Product Managers in the day-to-day and strategic management of a product. Help define and execute product strategy. Bring products to life through the entire product lifecycle. Support sales and marketing initiatives to drive revenue growth. Collaborate with cross-functional teams to develop and execute a comprehensive technical roadmap. Identify and address customer needs. Track product performance and metrics. Stay up to date on industry trends and best practices. Required education Master''s Degree Required technical and professional expertise Bachelor’s degree in computer science or related fields. Pursuing...

Responsibilities: - Mutual funds advisory (sales) to HNIs - Prospect for new sales leads and close sales Qualifications: - 2 to 6 years of work experience with Mutual Funds and PMS Compensation Offered: 25,000-39,000 in-hand Location - Sector 3 Noida Travel allowance Health insurance Life insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment

Deutsche Bank is looking for Operations Specialist, AVP to join our team Calculate, analyze, and report monthly performance attributions in coordination with portfolio management and other reporting recipients. Perform calculations of performance metrics and explain findings and underlying methodology to Relationship Managers and institutional clients. Define procedures and operating processes in line with regulatory/industry/functional specifications, striving to continuously improve these processes. Measure, manage, and articulate procedural risks and define appropriate actions for mitigation and long-term avoidance. Create a professional atmosphere and working culture fostering the values...

Serve as the primary contact for DWS APAC portfolio managers, traders, operations, and compliance users for all Aladdin-related inquiries. Coordinate daily issue-solving in order management, trading workflows, compliance rules modules, and collaborate with BRS and DWS global Aladdin SMEs. Support portfolio onboarding and guide setup needed for all Aladdin configurations. Liaise with local BRS Aladdin representatives to track enhancements and ensure service level agreements. Support interfaces between Aladdin and local fund accounting systems, working with team members in charge of local fund accounting applications. Partner with DWS Aladdin SMEs from other regions regarding global Aladdin pl...

Equity sales to all clients of branch with special focus on HNI clients Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Generating Net interest income through Margin trade funding (MTF) Required Candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. Min Exp : 2 Years Max CTC : 7 LPA NISM VIII is mandatory

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the region...

Syfe is looking for Technical Product Manager to join our team Define the long-term architecture for the next-generation fund management platform. Shape system capabilities supporting discretionary portfolio management, automated allocation logic, and multi-currency workflows across markets. Lead phased migration from legacy systems while maintaining reliability and data integrity. Own integrations with brokers, custodians, fund houses, banks, and market-data vendors. Drive API, contract, and workflow requirements with multiple external partners. Build internal tools and workflows supporting Investment Operations, Portfolio Operations, Finance, and Reconciliation teams. Understand day-to-day...

What you''ll do As a Business Analyst, youll help analyse complex requirements across different business groups while validating and documenting system needs to make sure that the processes align with our strategic goals. Your ability to build strong working relationship with stakeholders and suppliers across teams will also be crucial to your success in this role. Youll also: Turn complex architectural strategies and governance needs into actionable tool requirements and user stories Define and maintain core architectural metadata and standards as well as set acceptance criteria while leading testing for new features, integrations and configuration changes in the EA tool Work with enterpris...

Key Responsibilities: Generate new business to achieve defined sales targets. Build and deepen relationships with existing wealth customers to increase share of wallet and revenues. Provide professional customer service to ensure high customer satisfaction and retention. Continuously engage in self-development. Manage the portfolio to minimize attrition and ensure stability of the book. Monitor and achieve key performance indicators at the highest level. Maintain complete knowledge of the customer base including profile, demographics, psychographics, and assets. Achieve targets for product mix and cross-sell objectives. Maximize sales process efficacy through best-in-class productivity. Exec...

Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensu...

As a Solution Architect in Development Operations & Portfolio Management at EY, you will be responsible for designing and leading technology solutions that enhance Development Operations, Portfolio Management, and end-to-end R&D execution. Your role will require strong technical architecture skills, a deep understanding of the pharmaceutical development lifecycle, and the ability to translate complex business needs into scalable system designs. Key Responsibilities: - Develop end-to-end architecture for DO&PM platforms, including portfolio management, planning, milestone tracking, and scenario modeling. - Design integrations between DO&PM tools and enterprise R&D systems (CTMS, RIM, Safety, ...

Role Overview: You will be responsible for underwriting corporate finance business and managing the portfolio in the assigned area. Your main duties will include supporting and co-partnering with business teams to manage end-to-end credit approval, underwriting cases, authorizing deviations, finalizing credit memos, approving disbursement requests, overseeing PDD management, coordinating with external vendors, leading a team of credit approvers, engaging in the development and monitoring of credit programs, and ensuring due diligence in credit analysis. Key Responsibilities: - Support and co-partner with business teams to manage end to end credit approval for the designated region - Underwri...

You will be responsible for the following in the role of Location Recovery Manager: - Creating a team of dedicated, aggressive, and ambitious Collection Team Managers & Collection Executives. - Motivating the existing team members to deliver their best performance. - Efficiently controlling debtors through your team. - Ensuring quality service to customers through your team. - Focusing on improving portfolio performance in the respective location. - Managing NPAs efficiently in the respective location/s. - Adhering to the bank's processes and procedures. - Developing both direct and indirect team members. - Ensuring that service providers follow the organization's policy parameters when dire...

Role Overview: As a member of the CMBS team at DBRS Morningstar, you will be responsible for conducting thorough quantitative and qualitative research on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. Your role will involve assisting the onshore team with setting up Net Cash flow models, special projects/initiatives, and providing support across various tasks in the ratings value chain. This position is based in the Navi Mumbai office. Key Responsibilities: - Analyze the credit risk in SF securities by reviewing deal documents, analyzing periodic data, and setting up net cashflow templates. - Collect, organize, and analyze data from...

As a Branch Manager at Aham HFC, you will play a crucial role in achieving business targets, generating leads, managing business processes, and ensuring portfolio quality. Your responsibilities will include: - **Business Target Achievement:** - Achieving Disbursement targets for Housing & mortgage Loans and insurance premiums. - Meeting the Weighted Average Yield target. - Ensuring Portfolio growth and retention of existing customers. - **Lead Generation & Management:** - Monitoring Sales Officers' activities and ensuring a regular flow of business. - Empanelling direct sourcing agents for steady business flow. - Planning and executing marketing activities with a monthly calendar. - Monitori...

As a potential candidate for the M6 grade role, your primary responsibility will be to achieve Top-Up business from a pre-approved database of existing customers. Your role will also involve team handling experience, preparing sales plans for enhancing database conversion, and supporting your team in achieving targets. Key Responsibilities: - Manage Daily Business MIS and possess data mining skills - Maintain Overall Average Lending Rate of Top-Up loans and cross-sale penetration - Recruit and manage a team of 3-5 Area Sales Managers - Nurture and groom the sales team through on-field and off-field training - Supervise the daily activities of Relationship Managers and ensure their productivi...

As a Relationship Manager in the financial sector, your role will involve building and maintaining strong relationships with existing clients and prospects. You will provide tailored advice based on clients' investment goals, risk tolerance, and time horizons. Your responsibilities will include: - Offering personalized mutual fund recommendations and portfolio strategies to clients, covering areas such as retirement plans, wealth-building, and other financial products. - Overseeing the performance of client portfolios, conducting periodic reviews, and providing rebalancing suggestions in line with market conditions. - Identifying new potential clients, developing strategies to acquire and re...

Role Overview: As an Underwriter responsible for managing the portfolio in the assigned branch/location, your role involves reviewing and assessing a broad range of complex loan applications within defined guidelines. You will underwrite proposals as per the laid-down policies and procedures to meet agreed SLAs and manage city/area business volumes. Conducting personal discussions with customers to establish creditworthiness and ensuring completion of credit/KYC documents and verifications are also part of your responsibilities. Additionally, maintaining Portfolio MIS, Delinquency MIS, and other operations-related MIS of the cluster and reporting regularly will be essential. Key Responsibili...

As an experienced candidate with 4 to 7 years of experience in portfolio management, you will be responsible for developing and maintaining relationships with clients to meet their portfolio management needs. Your key responsibilities will include: - Analyzing client portfolios to identify areas of improvement and recommending strategies to maximize returns. - Monitoring market trends and providing timely advice to clients on portfolio adjustments. - Developing and implementing customized portfolio management strategies for clients. - Monitoring client portfolios to ensure they align with their investment objectives. - Providing clients with regular updates on their portfolio performance. - ...

Company Description AU SMALL FINANCE BANK, founded by Mr. Sanjay Agarwal and a skilled team, originated as AU Financiers, one of the fastest-growing Non-Banking Financial Companies (NBFCs). It has evolved into a customer-centric bank, committed to addressing the financial needs of its diverse clientele. With over two decades of expertise, AU SMALL FINANCE BANK aims to create value and positively impact communities by providing innovative financial solutions. Role Description This is an on-site full-time role for a Branch Credit Manager located in Belda. The Branch Credit Manager will oversee and manage credit underwriting processes of designated location of Belda, Nandakumar and Heria branch...