10066 Portfolio Management Jobs - Page 4

A Platinum Relationship Manager (RM) at AU Small Finance Bank is responsible for managing and growing a portfolio of high-value clients by acquiring new customers, deepening relationships, and cross-selling financial products. Key duties include portfolio management, client satisfaction, meeting business targets, and ensuring sales activity is recorded. The role requires strong knowledge of retail banking products and superior client service skills. Job duties and responsibilities Client Relationship Management: Manage and strengthen relationships with a portfolio of high-net-worth clients, ensuring high levels of satisfaction and trust. New Client Acquisition: Identify, prospect, and onboar...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Role & responsibilities o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Share CV at 9149271539 References are highly Appreciated!

* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 100cr #Portfolio review of clients & Cross Sell # further queries Call us - 7897726700 Required Candidate profile *10+ yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Job Title: Sr. Relationship Manager - Wealth Management Location: Noida, Chennai, Bengaluru Department: Wealth Management Experience: 5-10 years Role Overview: As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions acco...

Responsibilities. 1. Drive mutual fund sales and grow client base 2. Understand client goals and offer suitable investment options. 3. Conduct portfolio reviews and ensure client satisfaction 4. Achieve AUM and revenue targets Food allowance Sales incentives Performance bonus Health insurance

RPMG: Portfolio Manager - Two Wheeler Loans INTERNAL USAGE No of Vacancies Reports to Cluster Portfolio Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department Two Wheeler Loans Location PAN India 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 delin...

RPMG: Portfolio Manager - Two Wheeler Loans INTERNAL USAGE No of Vacancies Reports to Cluster Portfolio Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department Two Wheeler Loans Location PAN India 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 delin...

Job Description Job Purpose: The overall responsibilities of this position are vital within Group Credit Risk team covering areas relating to PW & BB Portfolio including Group level provisioning under IFRS 9, Credit Risk Reporting, analysis and regulatory aspects such as Asset Quality, Impairment, provision adequacy & coverage, and credit portfolio monitoring & reporting. The role holder s primary responsibilities include: Undertake IFRS 9 staging and Provisioning review process as per Regulatory requirement and internal policy including international locations. Assist in reviewing inputs & variables used in the development of various Models. (Rating Models, IFRS9 related PD & LGD Models etc...

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

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Citizenship: Candidate must be a US Citizen or Green Card Holder (No Exceptions) Location: High Point, NC or Philadelphia, PA (Candidate must be local to either City) Education: Bachelors Degree (Minimum), Masters Degree Preferred Years of experience: 5+ years experience in marketing, commercial roles, or product management, in the Chemicals, Coatings Industry. Background: Candidate must be able to pass a Background Check & Drug Screen (Company Website Link) Job Description: Objective: The Product Manager (Industrial Building Products) , will be responsible for growth and profitability of a product line(s) within Building Products, including formulation and production cost objectives, life c...

Job Title: Assistant Or Vice President Sales Company: Dwaraka Group Industry: Commercial Real Estate (Corporate Leasing & Premium Office Spaces) Location: Hyderabad Gachibowli / Madhapur / Hitech City / Kondapur / Financial District Reporting To: Managing Director Work Mode: On-site, Client-Facing Role Working Days: 5 Days per Week (MondayFriday full day, Saturday half day) Experience: 5 – 10 Years (Real Estate / Leasing / Corporate Sales) Salary Range: Salary + Performance Bonus + Medical Insurance + Travel Allowances Education: MBA / PGDM from a reputed Business School Preferred Candidate: Female (as part of Diversity Hiring Initiative) Requirement: Own Vehicle & Valid Driving License (Man...