13295 Portfolio Management Jobs - Page 37

As a Motion Designer at our company, you will be expected to think of motion and design from a first principles understanding, bringing about solutions that reflect thoughtful considerations beyond just software expertise. You should be extremely adept at After Effects and Premiere Pro, with a strong portfolio showcasing high-quality motion work. Your key responsibilities will include structuring projects into reusable components and modular assets, taking initiatives to streamline the time to execution. It is essential to have a good theoretical understanding of motion design, along with knowledge of current industry standards and techniques. Additionally, creating an inventory of regularly...

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment. The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes. Candidates from established wealth channels with a portable book are preferred. Job Description Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth Build and manage customized investment portfolios aligned with client financial goals Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and related services Strengthen long...

Role Overview: As a Relationship Manager in the Agri Business Group, you will be responsible for managing and growing an existing portfolio of customers in the Agri, Food processing, and MSME Industries. Your role will involve offering loan products tailored to customer requirements, deepening relationships with customers, and ensuring portfolio hygiene. You will also be required to engage with various internal teams to meet customer needs effectively. Key Responsibilities: - Manage and grow existing portfolio of customers by offering Working Capital and Term Loan facilities - Build a strong customer base to increase assets and liabilities - Deepen relationships with customers through cross-...

Role Overview: As an Assistant Manager in Global Portfolio & Business Development at Intas, you will be responsible for having basic knowledge of pharmaceutical development for Dossier preparation for the Global Market, particularly focusing on oral, injection, and topical dosage forms. Your expertise in US/European pharmaceutical IP and Regulatory strategy will be crucial. You will also be involved in pharmaceutical business intelligence and business case analysis for new project selection and approval. Your role will require interaction with various internal and external departments within a multidisciplinary matrix team, showcasing your cross-functional skills, leadership, and motivation....

Job Description: As a Portfolio Manager at Square Yards, your role will involve managing investment portfolios, conducting trades, analyzing financial data, and evaluating investment opportunities. You will be responsible for monitoring market trends, optimizing portfolios for performance, and ensuring compliance with financial regulations. Additionally, you will collaborate with other financial professionals and provide strategic investment advice to clients. Key Responsibilities: - Manage investment portfolios - Conduct trades and analyze financial data - Evaluate investment opportunities - Monitor market trends - Optimize portfolios for performance - Ensure compliance with financial regul...

Role Overview: As a Sales Strategy Manager, your main responsibility will be to frame sales strategies to achieve the budgeted numbers in customer acquisition. You will also be accountable for achieving the budgeted Balance Sheet and P&L numbers, including AUM, Fee Income, and Cross Sell Revenue while maintaining control over the cost-to-income ratio. Additionally, you will be involved in setting up a distribution network, building a demand funnel, and implementing channel development strategies. Your role will require engagement with established and potential channel partners to negotiate terms, monitor business flow, and ensure the highest level of discipline and integrity within teams. Ke...

Job Requirements About the Role As a Sales Manager Commercial VehicleLoans , you will be responsible for achieving monthly sales targets across key business parameters including volume, pricing, cross-sell, fee income, and collections. The role requires proactive field engagement, portfolio hygiene management, and a strong focus on profitability. You will play a critical role in expanding the bank's footprint in the construction equipment loan segment. Key Responsibilities Primary Responsibilities Achieve monthly sales targets across the following scorecard parameters: Business Volume (Units and Value) Pricing/Return on Investment (ROI) Cross-sell of insurance products Fee income generation ...

Job Purpose: Write the purpose for which the job exists (in 2-3 lines) The Purpose Of This Job Is To execute the business objectives for the area in line with the regional Small Ticket Unsecured Loans segment objectives of book size, profitability, portfolio management, etc. in consultation with the Regional Sales Manager Small Ticket Unsecured Loans To deliver on the area strategy in terms of target segments, strengthening existing relationships and setting up new channels for market penetration, and set business objectives and operational plans for the area organization. To act as a point of escalation for specific cases, fraud alerts, customer complaints or exception handling and support ...

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset M...

Job title Collection Manager - Credit Cards Role Details The incumbent shall work in individual capacity and shall have the responsibility of having numbers through vendors Overall Job Description Would be responsible for collections of Personal Loans Ensure to have hands on experience on Vendor Management Conduct front end collections through team Ensure to have good recoveries month on month basis DSA Channel Management should be taken care of

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Must Have Skills: (POD 3 and other BA's) 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including resea...

About The Role Skill required: Bid Management - Bid Management Designation: Bid Management Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? At Accenture, we believe your career is about what you want to be and who you want to be. Its about bringing your skills, your curiosity, and your best true self to your work. Here, youll match your ingenuity with the latest technology to do incredible things. Together, we can create positive, long-lasting change.We Are:Sales Excellence at Accenture. We empower our people to compete, win and grow. We develop everything they need to build and mature their client portfolios, optimize their deals and enable their s...

Job Purpose: Write the purpose for which the job exists (in 2-3 lines) The Purpose Of This Job Is To execute the business objectives for the area in line with the regional Small Ticket Unsecured Loans segment objectives of book size, profitability, portfolio management, etc. in consultation with the Regional Sales Manager Small Ticket Unsecured Loans To deliver on the area strategy in terms of target segments, strengthening existing relationships and setting up new channels for market penetration, and set business objectives and operational plans for the area organization. To act as a point of escalation for specific cases, fraud alerts, customer complaints or exception handling and support ...

Role & responsibilities Lead Sales Team : Manage, build, and drive a sales team focused on new client acquisition and margin collection. Achieve Targets : Meet required Assets Under Management (AUM) and investor acquisition targets for the cluster HNI Advisory : Oversee the timely delivery of customized wealth advice to HNI customers. Portfolio Review : Conduct periodic reviews of client portfolios to ensure alignment with investment objectives. Team Training : Organize and conduct periodic training sessions on products and processes for the team

Relationship Manager Retail Agri Job Purpose Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities (JR) : 8 Areas Actionable (4-6) Sourcing and Business Generation Business scoping of geographical market for farming and rural community Sourcing proposals from individual farmers / Co- operative societies / Rural Mandis & Markets / Kissan Clubs / Farmer Producer Organizations etc. Conducting marketing activities for generating new business Work on productivity benchmarks Market Update and Change in Product / Processes To keep an update with respect to market requirement...

Title - Relationship Manager Grade - B4 Location - Pan India Reports to - Branch Head Span Of Control - 0 direct reportees Job Purpose - The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Condu...

The CoinDCX Journey: Building the Future of Finance At CoinDCX, our mission is clear - to make crypto and blockchain accessible to every Indian and enable them to participate in the future of finance. As India s first crypto unicorn valued at $2. 45B, we are reshaping the financial ecosystem by building safe, transparent, and scalable products that power adoption at scale. We believe that change starts together. It begins with bold ideas, relentless execution and people who want to build what s next. If you re driven by purpose and thrive in environments where your work defines the next chapter of an industry, you ll feel right at home here. About the Role This isn t a typical Associate - Ve...

Key Responsibilities Investment Risk Monitor and assess market, credit, liquidity, and concentration risks across pension fund portfolios. Conduct stress testing and scenario analysis for equity, debt, ETF, and other financial instruments. Operational Risk Identify and evaluate operational risks related to processes, systems, people, and controls . Design and enforce internal controls to minimize operational vulnerabilities. Regulatory Compliance Risk Ensure adherence to pension fund regulations, investment guidelines, and reporting standards . Support regulatory inspections, audits, and ongoing compliance requirements. Framework Development Establish, maintain, and enhance risk management f...

Overview The Senior Director - Digital will lead the organization s global digital portfolio, driving innovation and growth across multiple practices. This role is pivotal in shaping the company s digital future, ensuring that emerging technologies, data-driven insights, and design-led solutions are harnessed to deliver measurable business outcomes. The position requires a visionary leader with strong technical depth, able to balance strategic oversight with informed guidance, while managing a diverse team of senior digital leaders worldwide. As steward of the established Digital COE, the Senior Director will expand its influence, ensuring it becomes a catalyst for innovation and measurable ...

Role Objective: To strategize, lead, and drive the nationwide used car loan business by developing strong sales channels, improving portfolio quality, ensuring compliance, and achieving targeted business volumes through a high-performing team. Key Responsibilities: 1. Business Development & Strategy - Develop and execute national sales strategies to achieve disbursement and revenue targets. - Identify new business opportunities, markets, and segments to expand the used car loan portfolio. - Monitor competitor activities and market trends to refine business strategy. 2. Sales Leadership & Team Management - Lead, mentor, and manage zonal/regional sales teams across India. - Set clear performan...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Unit Aditya Birla Finance Limited Location South Zone Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Cluster Sales Head Reports to: Poornata Position Title Zonal Sales Head Function Sales Reports to: Function Sales Department Retail LAP SME Tier 1 Reports to: Department SME Designation of the Employee Cluster Sales Head Designation of the Manager Zonal Sales Head Date of writing/updation of JD 1 st Nov 2023 Job Purpose: Write the purpose for which the j...

Role Details Relationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clients Overall Job Description To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product hol...

About Us Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world. From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you're in the right place. Grow a Career. Build a Future! Be part of this company at the forefront...

Role & responsibilities Develop customized financial solutions based on client requirements and long-term financial goals Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates. Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies. Drive AUM growth by maintaining and deepening relationships with existing investors. Periodically review and rebalance portfolios in line with market trends and client objectives. Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance. Share market insights, research papers, and product updates with cl...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...