7284 Portfolio Management Jobs - Page 39

To set business objectives for the branch & geographic region covered by the branch in line with the mortgage business unit objectives of book size, profitability, MIS & portfolio management, team building etc. To own the P&L for the branch in terms of % contribution, NII, campaign/ marketing activity spends, fees, direct sourcing, distribution payments and risk- return parameters To devise business strategy for area wise achievement of business objectives in terms of product mix [LAP/ LRD/ HL] and channel/distribution mix. To ensure end to end management of sales operations transactions by driving superior product delivery and enhancing financial knowledge of RMs/ SRMs To monitor and contro...

Responsible for the P&L Account, delivering the top line & bottom line of the Mortgage business in line with organization needs Sales Budget and Plan, COA, Customer Retention, Recruitment & Product Training Handling aspects pertaining to Portfolio monitoring, Project Approval, Legal, Technical, PDD, Referral Billing, vendor management & sales Manager Incentives etc. Acquire customers for Home Loan from open market, Branch network, Channel partner and Builder relationship. Build new relationships with builder community basis projects and expansion plans. Developed strategic plans rolled out to business and built revenue streams with various product mix Portfolio management, PDD management, co...

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management...

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management...

About The Role Platinum Relationship Manager - Household/Business Banking Job Role: Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer compl...

About The Role JOB DESCRIPTION RoleRCU Digital Fraud Team Manager GradeM4/M5 Manage team of Acquisitions Managers to manage and grow existing portfolio of customers in Agri SME space. Acceptable knowledge of respective geography & ability to quickly recruit quality team members. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing ...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

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) 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) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients,

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) 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) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity...

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) 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...

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 HNI /NRI Relatio...

Qualifications: Bachelor s or Master s degree in Finance, Economics, Statistics, Mathematics, Data Science, or a related field Skills: 3+ years of hands-on experience in credit risk management within consumer banking. Deep knowledge of credit underwriting principles, portfolio management techniques, and regulatory frameworks. Demonstrated ability to develop and execute effective credit strategies across various consumer lending products. Strong proficiency in analytical tools and languages such as SAS, SQL, R, or Python. Experience in model development and validation is an advantage. Excellent analytical, problem-solving, and decision-making skills. Strong communication and stakeholder manag...

Grade / Title Job Title RB Affluent Business:Wealth Management 2. 0 Biz Program Grade VP Department Affluent Business No. of Positions 1 Location Mumbai Reporting Authority Job Name No. of Direct Reports NA (high leverage individual contributor role) Team Size NA Job Description The candidate will be part of the Wealth 2. 0 Program team Program is responsible to achieve the banks aspiration to build market share in the private banking business by gaining the largest share in incremental AUM. Role includes engaging with senior leaders in the organization for the design, solutioning & implementation of Wealth 2. 0 strategies while collaborating across various cross functional teams to drive & ...

Join JPMorganChase and be at the forefront of optimizing our trading operations. This role offers a unique opportunity for career growth and skill enhancement, as you support the success of our trading and portfolio management businesses. Be part of a dynamic team where your expertise and development will drive impactful change and innovation. As a Trading Services Analyst within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, ensuring the smooth operation of our trading and portfolio management businesses. Your work will have a significant impact within your team, contributing to the overall performance of our trading services. Your responsibilit...

The Senior Business Development Manager (SBDM) is responsible for leading the business development efforts within their respective markets, focusing on driving sales, growing revenue, and improving gross profit for a larger portfolio of clients. In addition to developing and maintaining key client relationships, the SBDM may oversee a team that includes junior business development officers and/or pricing officers, ensuring alignment with company objectives. The role involves managing high-value customer accounts and coordinating closely with other WeFreight branches to drive global opportunities. The SBDM will also play a crucial role in supporting trade lane development and raising the prof...

Job Summary The IP Counsel is a key leadership role that combines responsibility for managing Eaton s intellectual property portfolio and Analytics. This position advises business leaders on IP and compliance matters and ensures all activities align with Eaton s business objectives and high ethical standards The manager will drive the execution of Eaton s IP strategy protecting and leveraging patents, trademarks, trade secrets, and copyrights . Working closely with cross-functional teams worldwide, the role encompasses project management, data analytics, training, and stakeholder engagement to ensure Eaton s IP assets are secure. This role reports to senior legal leadership and plays a criti...

About Role: In line with our continued focus on strengthening L&H CORE Operations, this role presents an exciting opportunity to contribute to the efficient execution of operations within the L&H business. The role holder will be responsible for managing end-to-end transactions for assigned portfolios, ensuring timely and high-quality deliverables through a solid understanding of reinsurance accounting principles. A key responsibility includes reconciling client payments (e.g., premiums) and disbursements (e.g., claims) against expected values. Key Responsibilities: The jobholder is accountable for effectively handling transactions for the allocated portfolios/end to end processing and ensur...

About Role: In line with our continued focus on strengthening L&H CORE Operations, this role presents an exciting opportunity to contribute to the efficient execution of operations within the L&H business. The role holder will be responsible for managing end-to-end transactions for assigned portfolios, ensuring timely and high-quality deliverables through a solid understanding of reinsurance accounting principles. A key responsibility includes reconciling client payments (e.g., premiums) and disbursements (e.g., claims) against expected values. Key Responsibilities: The jobholder is accountable for effectively handling transactions for the allocated portfolios/end to end processing and ensur...

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...