7284 Portfolio Management Jobs - Page 43

Profile : 1. Portfolio Monitoring and Reviews 2. Support to RMsTeam Responsibility : 1. Building AUM( No Sales Based Assignment) 2. Prepare high Quality, customized Investment Insights, Document,Review for prospects / clients within TAT 3. Understand various investments options and providingcustomized Insights based on client/ prospects,suitability and risk profile. 4. Prepare yearly Review & Rebalancing reports for clients within TAT 5. Continuous monitoring and tracking portfolios of clients withthe help of RMs Team 6. Assist RMs in monitoring and tracking implementation of Investment 7. Insights, Document, Review,Joint Calls/ Meeting with RM to build AUM 8. Maintaining and Analysis of MIS...

SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products :Mutual Funds, PMS, Structured Products. Handle and manage clients with ...

Roles and Responsibilities The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage...

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 ...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. ...

The Technical Program Manager (TPM) for Managed Services is a key role responsible for driving the successful delivery and adoption of Managed Services: VegaCache, Message Queue (MQ), and MAPS (Managed Async Processing services) services to enable our multi-substrate capability to our customers. This individual will work closely with cross-functional teams including engineering, product management, customer success, and support to ensure seamless service delivery, customer satisfaction, and continuous improvement. This person will partner with our leadership team to drive cross-functional and cross-domain planning and execution across multiple clouds, like Engineering, Customer Enablement, a...

Role & responsibilities Sourcing of SME/MSME Customer. To manage relationship, early warning, portfolio management of assigned customer. Competitor knowledge on BIL Product, knowledge of local market conditions and about local industries as well . Preferred candidate profile Experience: Minimum 2 Years & above in Business Loan Age: 25 to 35 Years Gender: Male/Female Both can apply. Education: Minimum Graduation & Above

The Territory Sales Manager for Cross Sell (Home Loans) is responsible for sourcing loans from the market through Direct Sales Associates/Teams and existing channel partners to build a high-quality portfolio. Your role includes managing a team, nurturing strong relationships, promoting cooperation, and effective communication across various mediums. It is crucial to adhere to the set policies and guidelines while ensuring that sales efforts are aligned with risk management strategies to achieve the bank's overarching goals. Key Responsibilities: - Source and manage channels in the market to acquire business - Maintain a quality portfolio by minimizing delinquency and rejection rates - Demons...

As a Sales Executive in the financial services industry, your main responsibility will be to identify and conduct daily sales calls for financial planning sessions with clients. You will be expected to acquire customers and generate the targeted amount of premium by delivering complete product information to customers. Additionally, you will need to monitor and fulfill prospect and customer leads provided by the company for new business or cross-sell opportunities. Cross-selling and upselling products to existing customers to build portfolios will also be a key part of your role. Managing the relationship with customers to ensure persistency and renewals is crucial, along with ensuring adher...

Join a leading global financial services firm with over 200 years of history. Be part of a dynamic team that provides essential strategic advice and executes critical financial transactions. Work in a collaborative environment that values innovation and excellence. As a Proxy Voting Associate of the Proxy India Operations team, you will oversee meeting queues and manage account activities to maintain efficient operations. You will partner with investment stewardship and portfolio managers to ensure accurate and timely voting on upcoming meetings. Additionally, you will handle reporting requirements and support audit activities to uphold compliance standards. Monitor meeting queues via Vendor...

As a WCR Stress Testing Assistant Vice President (AVP) at Barclays in Mumbai, you will embark on a transformative journey to spearhead the evolution of the digital landscape, driving innovation and excellence. Your role will involve supporting the team in running the overall stress testing framework, working closely with all risk pillars across Credit, Counterparty Credit, Market Risk, and Treasury. You will be responsible for driving, engaging, and delivering strategic, individual, and operational business objectives and targets. Managing the country stress expected loss limits and breaches with analysis and monitoring of various underlying factors will also be a key aspect of your responsi...

You will be responsible for managing and strategizing the end-to-end credit underwriting and monitoring of a portfolio of personal loans through a digital journey. Your main accountabilities will include working on credit underwriting solutions, collaborating with the Data Science team to analyze underwriting models, automating credit policies, determining pricing based on segmentation, and standardizing policies and processes. You will also track portfolio profitability, conduct portfolio analysis, review existing portfolios, and monitor delinquent accounts to ensure company standards are met. Additionally, you will be involved in new partner integrations by understanding the product offeri...

As a Credit Underwriting Manager, your primary responsibility will be to oversee and strategize the end-to-end credit underwriting and monitoring process for a portfolio of personal loans through digital channels. You will work closely with the Data Science team to analyze underwriting models, validate their performance on the current portfolio, and determine performance benchmarks. Your role will involve automating credit policies to minimize manual intervention, establishing pricing strategies based on segmentation, and standardizing policies and processes. Additionally, you will track portfolio profitability, funnel metrics, and risk thresholds to ensure effective portfolio management. Yo...

Crewstone International is a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia. With a diverse and resilient portfolio across the US, UK, Asia, and the UAE, driven by a global team of seasoned investment professionals, we have been committed to excellence since 2011. As CSI embarks on the next phase of global expansion, spanning 11 dynamic markets, including Switzerland, China, India, Indonesia, Russia, Australia, Japan, Singapore, and Hong Kong, alongside Malaysia and the USA, we offer a unique platform where local expertise converges with international opportunities, fostering an environment for both investors and our team members to thri...

The role of Relationship Manager based in Pudukkottai is a full-time on-site position where you will be tasked with maintaining and nurturing client relationships. Your responsibilities will include understanding the financial requirements of clients, offering suitable solutions, and ensuring overall client satisfaction. Day-to-day activities will involve conducting client meetings, managing portfolios, providing customer service, and exploring new business prospects. Additionally, you will be responsible for managing client accounts and meeting sales objectives. To excel in this role, you should possess strong communication and interpersonal abilities along with expertise in financial analy...

The Mortgage Specialist plays a crucial role in driving the Mortgage business within their territory. As the Mortgage Specialist, you are responsible for managing the P&L Account to deliver top line and bottom line results in alignment with the organization's objectives. Your primary focus will be on increasing Mortgage volumes and ensuring proper documentation. Your key responsibilities include creating and executing a Sales Budget and Plan, managing Customer Retention strategies, overseeing Recruitment and Product Training activities, and ensuring compliance with Company Operating Procedures. You will be involved in various aspects such as Portfolio monitoring, Project Approval, Legal, Tec...

Job Description: MFD INVEST is an investment management company based in Paris, le-de-France, France, operating from 8 PL DE BRETEUIL, specializing in professional mutual fund distribution services. As a Mutual Fund Distributor at MFD INVEST, you will be responsible for distributing mutual funds, collaborating with clients to comprehend their investment requirements and goals, offering financial advice, managing client portfolios, and keeping abreast of the latest developments in the financial markets. This is a full-time, on-site position located in Ganjam, offering you the opportunity to work in a reputable firm recognized for its expertise and bespoke investment solutions. To excel in thi...

Join a leading global financial services firm with over 200 years of history. Be part of a dynamic team that provides essential strategic advice and executes critical financial transactions. Work in a collaborative environment that values innovation and excellence. As a Proxy Voting Associate of the Proxy India Operations team, you will oversee meeting queues and manage account activities to maintain efficient operations. You will partner with investment stewardship and portfolio managers to ensure accurate and timely voting on upcoming meetings. Additionally, you will handle reporting requirements and support audit activities to uphold compliance standards. Monitor meeting queues via Vendor...

The role of a Territory Manager in Sales involves sourcing loans from the market using DSAs/DSTs and existing channel partners to build a quality portfolio. This position requires managing a team, maintaining strong relationships, fostering cooperation, and effective communication through various mediums. It is essential for the Territory Manager to ensure adherence to the policies and guidelines set by the organization. The successful execution of these responsibilities should support sales while mitigating risks, thereby contributing to the bank's overall objectives. Key Responsibilities of a Territory Manager include: - Sourcing and managing channels from the market to acquire business - ...

We are looking for an individual with a proven track record of success in testing automation within large, complex, client-facing transformation programs. As a key member of our team, you will collaborate with the Test Automation lead to oversee the central automation team. You will provide technical leadership while working closely with functional testers and delivery teams across front, middle, and back-office applications. Your expertise in automation strategy, along with a deep understanding of modern test tooling and frameworks (including robotics and GenAI use cases), will be vital for this role, as you navigate cloud-native and on-prem environments. The role is crucial to our organiza...

As a Portfolio Strategist at Creditas, an innovative FinTech Organization based in Gurugram, your primary responsibility will be managing and driving the performance of a defined portfolio of accounts/customers to ensure effective debt recovery and minimize delinquency. You will need to leverage strong analytical, people management, and process management skills to optimize collection strategies while adhering to company policies and regulatory guidelines. Your key responsibilities will include utilizing analytical skills to enhance the performance of the portfolio, managing end-to-end collections for the assigned portfolio, building and nurturing client relationships to facilitate the resol...

The position you are applying for involves developing and implementing state-level collection strategies specifically for Micro LAP products. You will be responsible for monitoring the health of the portfolio across branches to reduce delinquency rates and align state targets with national recovery goals and compliance standards. Your role will also include overseeing collections for the entire Micro LAP portfolio within the state, ensuring timely follow-up on overdue accounts, and minimizing NPAs. As a leader, you will mentor area collection managers and field recovery teams, establish KPIs, and conduct performance reviews while ensuring adherence to ethical recovery practices and regulator...

Role & responsibilities : 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Knowledge about Equity & Stock Market 6) Cross selling of 3rd party products Preferred candidate profile : 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic...

As a Senior Service Manager, you will be responsible for overseeing and managing service operations, ensuring timely and efficient delivery across electrical and mechanical systems. Your primary goal will be to optimize Turnaround Time (TAT), maintain high levels of customer satisfaction, and uphold operational excellence in service management. You must have a background in diesel generators to excel in this role. Your responsibilities will include managing a portfolio of service contracts and projects, monitoring performance metrics, and ensuring contractual obligations are met. You will lead day-to-day service operations, troubleshoot operational issues, and ensure that service teams adher...