7223 Portfolio Management Jobs - Page 4

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

OB Role - Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement - Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer's Graduates / Post Graduate Having more than 1-2 year work experience

Company Description KYNG Capital Management is a Portfolio Management Company known for its rational and simplified investment decisions. We defy conventional market consensus and perform uniquely in the investment space. Our approach in selecting and managing portfolios reflects innovation and a clear strategy aimed at achieving optimal performance for our clients. Role Description This is a full-time, on-site role based in Chennai for a Business Development professional specializing in Portfolio Management at KYNG Capital Management. The successful candidate will be responsible for identifying potential investment opportunities, developing client relationships, supporting portfolio managem...

OB Role - Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement - Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer's Graduates / Post Graduate Having more than 1-2 year work experience

OB Role - Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement - Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer's Graduates / Post Graduate Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

OB Role - Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement - Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer's Graduates / Post Graduate Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

OB Role - Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement - Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer's Graduates / Post Graduate Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Hiring for Leading Bank Wealth Relationship / Trade and Forex RM/NRI RM Open Roles: Relationship Manager – Wealth Relationship Manager – Trade Business NRI Relationship Manager Job Brief: Responsible for acquiring & managing High Net Worth Clients, offering banking/wealth/investment solutions, ensuring portfolio growth, and maintaining strong client relationships. Eligibility: Graduate with 2–6 years’ experience in Banking/Wealth/Trade/NRI Strong communication & client handling skills Knowledge of wealth products, investments & trade Locations: All over Mumbai (Thane, Vashi, South Mumbai, Western & Central Suburbs) Interview Date: 23rd Sept (Face-to-Face – Thane & Vashi)Rest location will be...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Role & Responsibilities Acquire, manage, and deepen relationships with High Net Worth Individuals (HNIs) in the Affluent/Privilege Banking segment. Drive business growth by cross-selling a wide range of banking and investment products (liabilities, assets, insurance, mutual funds, etc.). Conduct regular portfolio reviews and provide tailored financial solutions based on client needs and risk profiles. Ensure superior customer service and timely resolution of client queries. Achieve assigned sales targets and ensure compliance with all regulatory and bank policies. Organize client engagement activities and events to strengthen relationships and enhance client loyalty. Coordinate with internal...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodities Risk Manager CTC- upto-9 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage and maintain the Commodity Risk Management System (RMS) for accurate risk tracking. 2) Conduct UAT testing for system related changes of Risk Management 3) Monitor risk limits and ensure compliance with internal risk policies and regulatory requirements. 4) Coordination and Communication with various stake holders such as Compliance, Product, IT, CS and Operations on Risk related matters 5) Stay updated with market trends, risk methodologies, circulars, and regulatory changes. 6) Handle Aud...

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning : Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis : Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, an...

Acquire (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, alternative investments.

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based at Raipur Job Locations: Raipur- Chhattisgarh Note: Candidates having total 8+ years experience (Min 2+ years as a BM role) in Banking and Wealth Management and need to apply Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by genera...

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients....

HDFC Walk-In Drive On 22 Sep Raipur (RBB) Profile -& Pref Relationship Manager ,PB classic, PB Sales, PB Authoriser Experience -Min 3.5 year to any Job Location -Entire Chhattisgarh Roles and Responsibilities Manage branch sales performance, including cross-selling and upselling products to existing customers. Develop and maintain strong relationships with high net worth individuals (HNIs) through effective client handling. Identify new business opportunities and generate leads to expand the customer base. Oversee retail liability management, ensuring efficient portfolio growth and minimizing risks. Collaborate with other departments to achieve overall bank's goals. Note -Only banking experi...