7284 Portfolio Management Jobs - Page 40

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Portfolio Management Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. Adhere to all regulatory guidelines and compliance standards, ensuring that clients' i...

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...

We are a Software Product company and looking to hire immediately for the below positions. We follow Agile methodologies and our system has a monthly release cycle to ensure our software products are as up to date as possible. Relevant experience with MBA (Finance) is required. Role 1:- Senior Support Analyst Openings: 1 Positions Experience: 2-5yrs Location: Mohali (IT Park) Salary: Competitive / as per market Job responsibilities: On boarding of new clients Setting up and loading funds Take responsibility of support team. Analyzing Client Business Requirement during the project. Providing solutions to clients with financial knowledge and system knowledge. Coordinate with regional offices /...

Zenoti is seeking a Vice President of Product Management who will play an instrumental role in scaling the Product Management team and realizing our vision of becoming the definitive wellness platform. The VP will be pivotal in shaping the future of Zenotis product offerings, leading a rapidly expanding team, and ensuring that our solutions resonate with our customers and the market at large. Key Responsibilities: Play a key role in rapidly scaling the Zenoti Product Management team to support and advance our vision of a complete wellness platform. Hire, lead, and coach a rapidly growing team of Product Managers, fostering a culture of innovation and customer-centricity. Constantly evaluate ...

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

Attend to queries and service issues of preferred customers at the branch Adherence to Complaint Management guidelines, TAT and escalation matrix. At least 98% complaints must be resolved within TAT Grade – Manager For - South Mumbai Location Required Candidate profile Banking Similar Service Manager & Wealth management client Handling candiidae apply

Role- Senior / Relationship Manager - Wealth (Indore) Experience- 10+ Years Mode - WFO- 5.5 days Location- (Indorei) Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Responsi...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc 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. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

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...

Role & responsibilities To acquire new clients through leads and family accounts grouping. To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base. To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products. To meet / call mapped clients for client servicing needs and new products cross sell. To actively participate in driving campaigns conducted across liability and other products. To conform to processes of the bank and have a high focus on compliance. Candidate Specifications Any graduate with 3+ years experience into Ba...

The primary responsibility of this role will be to serve as a liaison between Client's Portfolio Managers, Trading, other support and control areas internally and broker dealers, custodian banks and external 3rd party providers. The individual will be responsible for day-to-day trade support and oversight of Client's managed accounts. The individual will be working with the management team to define efficiency enhancements, risk mitigation, document development, monitor and assist with overall implementations for new business initiatives. Responsibilities: Daily review of trades executed for client portfolios and funds across domestic and international product types. Perform post trade match...

Positions : Relationship Manager (RM) / Key Account Manager (KAM) /Service Delivery Manager (SDM) / Teller Walk-In date: 11th & 12th Sep 2025 (11:00 AM to 3:00 PM) Interview Venue : IndusInd Bank Limited, 652-662, Tristar Towers, 2nd Floor, Avinashi Road, Coimbatore - 641037 Contact Person: Ts Vasan (Regional Head) / Lakshmanan (RSM) Job Role : Relationship Manager (Select RM): 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 bank...

Role & responsibilities To acquire new clients through leads and family accounts grouping. To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base. To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products. To meet / call mapped clients for client servicing needs and new products cross sell. To actively participate in driving campaigns conducted across liability and other products. To conform to processes of the bank and have a high focus on compliance. Candidate Specifications Any graduate with 3+ years experience into Ba...

Role & responsibilities To acquire new clients through leads and family accounts grouping. To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base. To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products. To meet / call mapped clients for client servicing needs and new products cross sell. To actively participate in driving campaigns conducted across liability and other products. To conform to processes of the bank and have a high focus on compliance. Candidate Specifications Any graduate with 3+ years experience into Ba...

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile ...

Join us as a Portfolio Manager We'll look to you to understand and use Agile and DevOps principles, allowing sufficient flexibility for the portfolio to evolve as customer value is proven and the needs evolve You'll be managing a rolling investment portfolio to realise the strategic objectives of the enterprise or domain by providing investment planning, the transformation portfolio and design services This is a great opportunity to take on a role in an innovative, forward thinking environment where you ll be able to have a tangible effect on the function Were offering this role at vice president level What youll doAs a Portfolio Manager, you ll be defining, developing and managing managemen...

Job Description: As a Credit Manager-Commercial Vehicle in the Retail Underwriting department, you will be responsible for managing a team and collaborating with the sales team to achieve targets in the assigned area. Your primary task will involve assessing the creditworthiness of consumers, completing verifications, and adhering to company credit policies. Your approach to these responsibilities should be both sales-supportive and risk-averse, aligning with the broader organizational goals of the bank. Key Responsibilities: - Underwrite Commercial Vehicle and Construction Equipment loan proposals in accordance with established policies and procedures to meet SLAs and manage area business v...

You will be responsible for managing and delivering innovative solutions to clients as an Eagle Business Analyst at EY. Your role will require flexibility, adaptability, and a strong passion for innovation. It is essential to effectively liaise and manage key stakeholders and technical teams to ensure successful delivery of solutions. The ideal candidate should have experience working in the Wealth or Asset Management Industry focusing on areas such as Middle Office, Trade Lifecycle, Security Reference Data, and Portfolio Accounting. A strong knowledge of various asset classes like fixed income, equity, and derivatives across front, middle, and back office operations for both buy and sell si...

The ideal candidate for this role will be responsible for planning and coordinating content across various channels and campaigns. You will work closely with stakeholders to execute creative design tasks, ensuring brand consistency and adherence to brand guidelines. Your role will involve creating and iterating templates for recurring content formats, revising creatives based on feedback, and managing digital assets for easy access and organization. Additionally, you may support social listening efforts by monitoring relevant conversations. Documenting processes, feedback, and design iterations will be a key part of this role to ensure future reference and continuous improvement. You will al...

As a Regional Product Associate at MSI Services Pvt Ltd, a subsidiary of MSI USA, you will play a crucial role in partnering cross-functionally with various departments to ensure top fill rate performance in the industry. Your responsibilities will encompass forecasting, demand planning, inventory ordering, safety stock determination, and strategic global sourcing. By joining our team, you will be part of the key department in the largest flooring, wall, and countertop distributor in America. Your main duties will include reviewing historical sales trends, researching demand drivers, preparing forecast data, developing statistical forecast models, creating demand forecasts at various levels,...

As a part of this role, you will be responsible for conducting financial modeling, market analysis, and developing investment strategies. Your tasks will also include risk management, portfolio management, utilizing tools such as Excel, Bloomberg Terminal, and Morningstar Direct. Your strong analytical skills will be crucial for interpreting data and making informed decisions. In addition to your technical abilities, effective communication skills will be essential for presenting findings and recommendations to stakeholders. This role offers opportunities for growth and learning in the field of finance. This is a full-time, permanent position with the possibility for fresher or part-time can...

You will be responsible for assisting the accounts department in completing their manual tasks on a daily basis. Founded in 1996, Padma Sai Finance initially provided direct automobile loans to customers. However, in 2018, the company decided to act as an intermediary services provider for NBFCs and financial institutions involved in auto loan financing. Padma Sai Finance transitioned to offering portfolio management services to NBFCs specializing in automobile loan financing, thereby becoming a pioneer in this field. Committed to providing customer-centric services, Padma Sai Finance aims to maintain its position as a leader in the industry. With over 26 years of experience and a satisfied ...

You will be responsible for acquiring and building a well-diversified portfolio within the IBG 4 segment. The portfolio should generate revenue from various sources such as assets, trade, cash, treasury, and fees, ensuring a healthy income with acceptable risk to the bank. As a Relationship Manager, you are expected to adhere to the lending guidelines set by the bank. Your key accountabilities will include sourcing new asset relationships within the IBG 4 segment, ensuring a good net interest income and fee generation across the portfolio, playing a vital role in increasing the profitability of the branch, monitoring the portfolio diligently to maintain delinquencies at a minimum, and execut...

You will be joining MindSpace Software as a Trainee Graphic Designer in a full-time capacity. As a Trainee Graphic Designer, your responsibilities will include creating graphics, applying design principles, utilizing typography, understanding color theory, and performing other related design tasks. Your role will require basic knowledge in graphic design, preferably gained in a digital marketing or agency setting. Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign, etc.), Canva, and other relevant design tools is essential. You should have a strong grasp of design principles, typography, color theory, and layout techniques. Effective communication skills are crucial as you...

As an Analyst in Client Strategy & Solutions within Investment Management, you will be part of a leading global firm that leverages financial theory, data-driven research, and technology to provide innovative solutions to clients worldwide. Your role will involve collaborating with the global Business Development team to deliver analytical, reporting, and client solutions support to institutional investors, including pension funds, sovereign wealth funds, endowments, foundations, and private wealth clients. Your responsibilities will include preparing client presentations, pitchbooks, and review materials in partnership with the Business Development and Product Specialist teams. You will als...