7284 Portfolio Management Jobs - Page 42

About The Role Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a g...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios. Identify cross-sell opportunities for liability products, third-party products, and other relevant financial services. Develop and maintain a deep understanding of HNI client needs to provide tailored solutions. Achieve sales targets by selling various banking products such as retail liabilities, portfolio management, and HNI client handling. Collaborate with internal teams to resolve customer issues and improve overall branch performance. Desired Candidate Profile 3-7 years of experience in Retail Branch Banking or related field. Strong knowledge of CAS...

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. In this role, you will: Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements Collaborate and consult ...

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...

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Associate to meet the long-term financial objectives and risk tolerance for commercial banking clients, and to serve as a key member of the Supply Chain Finance Utility team. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business uni...

About this role: Wells Fargo is seeking a (Commercial Banking Portfolio Manager). We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercis...

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Associate. In this role, you will: Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables Underwrite loans with aggregate credit exposure based upon approved credit authority limits Investigate credit standards and determine credit worthiness of high net worth loans Receive direction from supervisor and exercise independent ...

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager to meet the long-term financial objectives and risk tolerance for commercial banking clients, and to serve as a key member of the Supply Chain Finance Utility team. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of re...

Achieve personal and business unit goals New business acquisition activities Acquire & manage Resident and NRI clients Superior, tailored Banking & Wealth management solutions Cross-sell Trade & Fx, Wealth, Insurance products Total Client Ownership Required Candidate profile Good interpersonal and communication skills – English & Vernacular Good Presentation skills & networking skills Banking Products knowledge Good analytical skills Process Orientation

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day...

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day...

Greeting from HDFC Bank! We have urgent hiring for Relationship Managers, PB-Authoriser, PB-Teller Authoriser, PB-Classic, PB-Sales, CCE/CEE (Retail Branch Banking) Job Location: Greater Noida Cluster Note: Candidates having 3+ years experience in Retail branch Banking sales, Ops and Wealth Management need to attend the interview only (Freshers are not allowed ) Job Name PA (Business Unit) Preferred Relationship Manager(RBB) RBB-PB-Teller Authorisers RBB-PB Authoriser Job Description Generate business and cross sell all products & services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Work Experience 3-10 years of experience in reta...

Sr. Manager / Manager Fee Department (Retail Banking) | Solapur Location Axis Bank is looking for passionate professionals to join our Fee Department. This role is responsible for driving Retail Fee business across products like Retail Forex, Life & General Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers, and more. Key Responsibilities: • Drive targets for Retail Fee products across multiple categories. • Enhance profitability through targeted product mix & persistency in insurance. • Manage branch & resource productivity for Fee Revenue achievement. • Launch and drive campaigns locally/centrally for business volume growth. • Ex...

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

Building and maintaining strong relationships with (HNIs) and Maintain portfolio, providing personalized banking and financial solutions. * Handling Team. * Actively engage in acquiring new customers for CASA accounts.

Inviting applications for the role of Vice President of Global Business Services/Global Capability Centres (GBS/GCC) Advisory We at Genpact are looking for someone to lead in the Vice President role in Global Business Services (GBS) & Global Capability Centres (GCC) Advisory! : Applied Advisory Location- India In this role, candidate must have ability to seamlessly blend consulting (consultative skills, tight project management) and operational (practice know-how on industry GBS/GCC processes, analytics) skills and be accountable for the results. Key relationships for this role are Applied Advisory teams, Data, Technology & AI team, Business Development Teams, Global operations teams, Intern...

Job Purpose Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the banks strategy so as to achieve and maintain leadership position in the location / region. Role & responsibilities To be seen as an indispensable partner to the assigned Relationship Managers on their client solutions for investment products. Identify clients risk appetite by following the structured risk profiling process of the bank, determine / validate client's risk appetite, investment preference, liquidity requirements, return expectation a...

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

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...

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 hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales p...

Anand Rathi share and stock brokers limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various ...

Anand Rathi share and stock brokers limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various ...

Anand Rathi share and stock brokers limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions. Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets. Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions. Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed. Order Routing: Routing client orders to various ...