7284 Portfolio Management Jobs - Page 41

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Job Location: Madurai, Sivagangai, Tirunelveli, Nagercoil, Kanyakumari, Thoothukudi, Karaikudi. Note: Immediate Joiners are preferred. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & ...

Job Description: As an experienced senior leader based in Hyderabad, you will be responsible for overseeing sales and acquisitions at all branches. You must exhibit strong business knowledge and take an influential approach to business relationships, often at senior management level. Your core experience in Corporate General Insurance or General Insurance Broking companies will be vital for this role. You will: - Conduct regular sales and business reviews to evaluate the performance of branch Managers and their teams. - Work with the team to drive a strong performance-oriented sales culture. - Manage, develop, train, control, and motivate the sales force across all branches. - Meet/exceed re...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

You are an experienced Wealth Head with a strong background in the stock broking industry, responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Your main responsibilities include developing and maintaining relationships with clients, providing personalized investment advice, managing clients" investment portfolios, conducting market research, staying updated with market trends, generating new business, collaborating with other departments, and meeting or exceeding sales targets and KPIs. To excel in this role, you should have 10+ years of experience as a Wealth Manager in the stock broking ind...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

As a member of our team, you will be responsible for ensuring collection efficiency in a timely manner. This includes implementing strategies to optimize the collection process and minimize delays. Additionally, you will be accountable for effective cost management, where you will need to analyze expenses and find ways to reduce costs without compromising quality. Another key aspect of your role will involve understanding and managing a healthy portfolio. This requires a deep understanding of the various components of the portfolio, such as risk levels, performance metrics, and client relationships. By effectively managing the portfolio, you will contribute to the overall success and stabili...

As a global investment manager specializing in alternative investments, Oaktree manages over $200 billion in assets under management. We follow an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. With over 1400 employees and offices in 25 cities worldwide, we are committed to fostering a collaborative, curious, inclusive environment that values diversity of thought. Training, career development opportunities, and support for local communities through philanthropic initiatives are integral to our culture. The Reporting & Performance (R&P) department at Oaktree is responsible for delivering top-notch, techno...

You will be responsible for executing trades (buy/sell) on behalf of clients in the equity and F&O segment. Your role will involve managing and monitoring client portfolios and trading activity efficiently. Additionally, you will be required to communicate effectively with clients, providing them with market updates and trade confirmations as necessary. Timely execution of orders and maintaining proper documentation is crucial. You will also be responsible for keeping trading records and reports up to date. Collaborating with the back office for settlements and compliance will be part of your routine tasks. As a Stock Trading Operator, a graduate degree is required along with a minimum of 5 ...

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candi...

Job Title: AVP Sales Department: Sales & Business Development (Securities / Financial Markets) Qualification: Graduate (Finance/Commerce preferred; MBA or NISM certifications preferred) Job Summary We are seeking an experienced AVP Sales to lead sales operations across B2C and B2B branches, drive revenue growth, and manage high-value client relationships. This role involves team leadership, strategic business planning, cross-selling opportunities, and delivering exceptional customer experience while ensuring strong market presence across segments. Key Responsibilities Lead, mentor, and manage the sales team to achieve revenue and growth targets. Develop and execute strategic plans to expand ...

Generate new business & acquire clients through leads and family account grouping Develop & maintain strong, long-term relationships with existing high-net-worth and corporate clients Understand client needs and offer tailored banking solutions

Relationship Manager (CASA/CA)- BRANCH BANKING (Delhi/ncr) Company: Small Finance Bank Location's: Pan Delhi/ Ghaziabad/ Noida/ Faridabad/ Gurgaon/ Indrapuram/ Najafgarh JOB DESCRIPTION JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross-sells bank products to existing set of Branch customers which are mapped. 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 ...

NIIT University, Neemrana is looking for Leadership - Corporate Programmes to join our dynamic team and embark on a rewarding career journey Develop and execute the corporate strategy in alignment with the company's vision and goals Provide leadership and guidance to department managers and teams, fostering a collaborative and high-performance work culture Collaborate with executive leadership to set performance objectives, monitor progress, and make strategic decisions Oversee the operations of multiple departments, ensuring effective coordination and alignment of activities Identify and implement operational improvements to enhance efficiency, productivity, and profitability Monitor key pe...

Interview Venue : Indusind Bank - Ground Floor Premises bearing no. C 1, Rengas Triyambhara, Kalapatti Road, Coimbatore - 641014 Contact Person : Senthil Kumar N (Branch Manager) Job Role (KAM) : The Key Account Manager will manage relationships with high-value clients, ensuring their needs are met and business growth is sustained. The role includes developing account plans, offering tailored solutions, and maintaining strong customer relationships. The Key Account Manager will also oversee the performance of accounts, addressing concerns, and finding opportunities to upsell or cross-sell services. . Eligibility Criteria : Age must be within 35 years Educational Qualification: Graduation and...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Chennai, Hyderabad & Bangalore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Years Industry:...

Job description Position: Senior Relationship Manager Job Description: - 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 various product line. -Update and cross sell products to ...

Essential Functions: Project Oversight and Governance: Establish and implement project management standards, processes, and methodologies. Ensure adherence to best practices across projects. Monitor project progress, performance, and compliance. Provide guidance and support to project managers. Resource Management: Allocate resources effectively across projects. Manage resource conflicts and dependencies. Conduct capacity planning and resource forecasting. Reporting and Communication: Prepare regular status reports and dashboards for stakeholders. Communicate project status, issues, and risks to senior management. Facilitate governance and performance-related meetings/workshops. Risk and Iss...

We are Reckitt Home to the worlds best loved and trusted hygiene, health, and nutrition brands. Our purpose defines why we exist: to protect, heal and nurture in the relentless pursuit of a cleaner, healthier world. We are a global team united by this purpose.Join us in our fight to make access to the highest quality hygiene, wellness, and nourishment a right and not a privilege. Information Technology & Digital In IT and D, youll be a force for good, whether youre championing cyber security, defining how we harness the power of technology to improve our business, or working with data to guide the innovation of consumer loved products. Working globally across functions, youll own your projec...

The Director Principal Architect in Customer Portfolio and Instrument Creation and Dissemination value chains will be responsible for providing subject matter expertise, guidance for the architectural direction, and execution over multiple systems and provides technical support to development teams. This individual plans, documents, implements architectural solutions; facilitates framework & proof of concept design. This includes coordinating the development of department-wide technology standards, determining how technology systems interact to affect business outcomes, conducting impact analyses, managing portfolio completion and compliance, provides technical knowledge sharing and training...

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. As a Control Associate within our Risk Management Team, you will be responsible for promoting early operational risk identification, designing and evaluating controls, and implementing sustainable solutions to mitigate operational risk. You will focus on control design and testing, risk and control identification, and governance and reporting. You will collaborate with key stakeholders to enhance control processes and contribute to strategic projects, ensuring robust risk management practices. Job Responsibilities Collaborate ...

D escription Working at 55ip means standing at the intersection of finance and technology and at the cutting-edge of wealth management. We ve been making rapid progress in our mission to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J. P. Morgan, we ve experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip...

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. HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our...

Job Title: Assistant Manager Portfolio Management (Formulations) Experience Required: 37 Years Industry: Pharmaceuticals (Formulations OSD) Location: Hyderabad Key Responsibilities: 1. Basic understanding of regulatory requirements related to pharmaceutical products, pharmaceutical industry, including market dynamics, product lifecycle, and key players. 2. Conducting secondary market research to gather information on market trends, competitor analysis, and potential opportunities for existing and new products in Emerging markets by using databases like IQVIA, Exim and country specific FDA sites. 3. Analysing sales data, other relevant metrics to identify trends and insights for portfolio opt...

Responsibilities: * Provide investment advice to clients * Manage client portfolios * Conduct investment analysis * Implement portfolio strategies * Ensure compliance with regulatory standards Sales incentives