13295 Portfolio Management Jobs - Page 44

As a Product Manager, your role involves defining and supporting the building of desirable, feasible, viable, and sustainable products while balancing the needs of the client, business, design, and development team over the product-market lifecycle. Key Responsibilities: - Lead small multidisciplinary teams, both internal and external, to design, prototype, and build cutting-edge products and services. - Support the creation of user flows, process flows, and diagrams to capture business, data, or tech flows. - Act as a trusted practitioner to the client and play a hands-on role in delivering project activities and deliverables. Qualifications Required: - Business Transformation experience - ...

Role Overview: You will be responsible for achieving the Piping material database tasks in a project, including conception, basic and detailed design for Piping Specification such as Pipe Service Index and Data provision. Your role will involve creation and revision of Ordertexts and Technical Datasheets for VC and Pipe Material. You will also maintain the database for Parts catalogs and transfer products from TMMS to SRD and SAP. Additionally, you will provide technical guidance to the team on Piping database requirements and act as a mentor for GEA India. Key Responsibilities: - Support basic/Feed engineering with an understanding of Statutory requirements/BASF guidelines and ensure projec...

Job Description As a candidate for this position, you will be responsible for sourcing new proposals for Home Loans, Mortgage/LAP. You will be required to execute the business objectives for the area in alignment with the Affordable Loans segment objectives such as book size, profitability, and portfolio management. Your role will involve developing and managing the business while focusing on achieving business results. Additionally, you will be responsible for the development, preparation, and promotion of Home Loan programs. Building and maintaining strong relationships with clients for repeat business or referrals will be a key aspect of your responsibilities. Meeting clients, verifying d...

Role Overview: You will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them expert financial advice and personalized wealth management solutions. Your role will require a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. Additionally, you will be involved in Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, Financial Analysis, and Wealth Management. Key Responsibilities: - Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service ...

Role Overview: As a Wealth Manager at Merits Capital Private Limited, you will play a crucial role in leveraging your existing client base to generate new sales opportunities, develop strategies to achieve sales targets, and build long-term client relationships. Your focus will be on understanding clients' financial needs, providing exceptional service, and staying updated on industry trends to identify growth opportunities. This position requires you to manage client portfolios, conduct market research, and collaborate with internal teams to ensure client satisfaction and organizational goals are met. Key Responsibilities: - Leverage your existing client base to generate new sales opportuni...

In this role at Standard Chartered in Chennai, as a Relationship Manager for NRI Priority relationships in Retail Banking, your primary focus will be on acquiring, growing, and deepening relationships through effective relationship management. You will be responsible for analyzing and satisfying customers' financial and investment needs and objectives. Key Responsibilities: - Maximizing sales performance to achieve revenue targets for yourself and the team through liability products like Current/Savings/Term deposits, wealth management products, and various asset-related products (secured, unsecured). - Supporting new product launches and leading new sales initiatives. - Developing strategie...

About Us JOB DESCRIPTION LEAD ASSOCIATE FINANCE & ACCOUNTS (MORTGAGE LENDING) To know more about us, visit www.nexdigm.com Job Description Role specific skillsets: Accounting concepts & Processing Experience working in commercial real estate lending industry for Agency loans (Freddie Mac, Fannie Mae, HUD) Experience in either underwriting, appraisal, asset management, servicing, portfolio management, financial modelling, securitization Knowledge of using third party reports, loan documents and analyzing borrower's financial statement Experience of handling a team of 5+ members Handson experience of client management, stakeholder management Core Competencies Service Orientation Should be awar...

Job Purpose:Manager Providing strategic advice across a variety of financial products and services. Assessing client’s overall financial picture, understand their needs and develop a solid financial plan. Guiding clients towards a profitable and secure financial decision. The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers. Key Responsibilities : 1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet. 2. Provide on-the-job training & manage and monitor the performance of advisors so that they can...

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

About Acquiring and Cards: The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank. The Bank offers a wide range of cards designed for the customers specific needs along with offering POS services under the Acquiring business vertical within the cards team. The department is also responsible for driving growth in the UPI payments space About the Role: The Credit Cards Portfolio Manager is responsible for developing and initiating portfolio management strategy to drive increase in billings, ANR and revenue across all card products. The Portfolio Manager is also responsible for managing the customer life cycle and for driving profitability of the por...

About Retail Lending: The Retail Lending department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the Rural lending business of the bank. About the Role: The Product team manages the entire product line life cycle from strategic planning to tactical activities. They are responsible for conceptualizing and implementing the strategic plan to steer top line growth and bottom line delivery. The Product team is also responsible for Product Development, Portfolio Management and Analysis. Key Responsibi...

Education - Teaching and Training To teach and examine courses in our Post graduation MBA in Finance through lectures, seminars, tutorials, course work and personal supervision. Develop and teach postgraduate courses in finance (Security Analysis & portfolio Management, Risk Management, Financial Derivatives, Taxation, Marketing of Financial Products); To plan and review own approach to teaching. To act as a coach and role model through excellent practice and mentoring. To provide pastoral support for students. To contribute to curriculum development. To take a leading role in, or contribute to, the development of teaching and teaching methods and assessment. To contribute to the enhancement...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY GDS Business Consulting Business Transformation Senior As part of our Business Consulting team, we are currently seeking highly motivated professionals, to help EY clients across sectors on their Business Transformation agenda projects. Within Business Transformation, you'll work as part of a high-performing team of problem solvers with ex...

As a Service Relationship Manager specializing in WC-Working Capital Sales, your role involves: - Handling and managing client service requests efficiently. - Ensuring portfolio hygiene by timely updating stock insurance, client statement requests, and conducting stock audits. - Monitoring PDD MIS and ensuring timely closure of PDDs. - Managing day-to-day service-related activities such as URC updating, WCDL disbursement tracking, WCDL maturity tracking, and following up with respective RMs for coordination. - Tracking overdue renewals and following up with RMs to ensure timely updates. - Performing HO monitoring activities to maintain operational efficiency. No additional details about the ...

Role Overview: As a Capital Markets Business Analyst at BFS Consulting, you will be responsible for working in domains such as Capital Markets, Investment Banking, Asset & Wealth Management, Securities Services, Trading, Clearing & Settlement. Your role will involve handling Brokerage, Advisory, Portfolio Management, Cash Management, Corporate Actions, Securities lending and Borrowing, Collateral Management, Asset Servicing, and Margining/Risk management. You will also be dealing with Equities, Bonds (Fixed Income), Mutual Funds, and Derivatives (Futures & Options). Key Responsibilities: - Act as a Product Owner (PO) / Business Analyst (BA) owning the backlog and collaborating closely with t...

Role Overview: You will be responsible for sourcing new proposals for Home Loans, Mortgage/LAP, aligning with the Affordable Loans segment objectives such as book size, profitability, and portfolio management. Your main focus will be to develop and manage the business in order to achieve the desired results. Additionally, you will be involved in the development, preparation, and promotion of Home Loan programs. Building and maintaining strong relationships with clients for repeat business or referrals will be a key part of your role. You will also meet clients, verify documents, and process files for sanction. Establishing builder tie-ups and connector relationships, maintaining a customer-f...

Role Overview: You will be responsible for preparing and amending financial notes and models with correct information gathered from various sources. Your focus will be on preparing credit notes, conducting detailed transaction structuring and assessments for credit facilities, and interacting regularly with collections and sales teams to track delinquencies. Key Responsibilities: - Prepare and amend financial notes and models with correct information - Prepare credit notes with detailed transaction structuring and assessment - Interact regularly with collections and sales teams to track delinquencies - Study delinquent cases to derive learning and share insights with the team - Meet customer...

Job Description: You will be expected to align yourself with the organisational expectations and stay market-focused in your role. This includes understanding and fulfilling the company's goals and objectives while keeping abreast of industry trends and market demands. Key Responsibilities: - Align with the organisational expectations and goals - Stay market-focused and keep abreast of industry trends - Understand and fulfill market demands effectively Qualifications Required: - Strong alignment to company values and culture - Excellent market research and analysis skills - Ability to adapt to changing market conditions - Good communication and interpersonal skills Kindly note that there wer...

Job Description: As a Direct Sales executive at IndusInd Bank, your role involves identifying potential merchants and enrolling them as business correspondents of the bank to provide banking services in their locality. You will be responsible for managing and building relationships with BMS merchants and end-point customers to facilitate business upscaling. Your professional communication and influencing skills will be crucial in interacting with customers in the field. Key Responsibilities: - Identify potential merchants and enroll them as business correspondents - Manage and build relationships with BMS merchants and end-point customers - Meet month-on-month targets for enrolment and liabi...

As a Manager for PMO at enreap, your primary role will be to manage enreap's Portfolio of strategic and change initiatives. You are expected to establish systems, processes, and best practices to oversee the entire lifecycle of strategic initiatives. Collaborating with various internal stakeholders and external consultants across different departments such as finance, marketing, sales, human resources, and customer service is crucial for executing projects and realizing value from approved strategic initiatives. Your understanding of business objectives and translating them into key metrics like profitability, CSAT, ESAT, and compliance will play a significant role in achieving success in th...

In this role, you will be part of the Markets Operations Business Intelligence & Process Re-Engineering Team, which focuses on optimizing processes and driving transformational change within Operations. The team collaborates closely with Operations teams to design and implement Target Operating Models, with a specific focus on automation using Low-Code Solutions and Core Technology platforms. Your mission will be to deliver cutting-edge solutions that empower Operations professionals to provide exceptional client service, robust risk management, and continuous improvement. **Key Responsibilities:** - Lead and mentor a team of low-code developers/process engineers, overseeing their daily acti...

Company Description Jainam Broking Limited is a comprehensive financial services provider offering a variety of solutions, including equity trading, commodity trading, research and analysis, wealth management advisory, E-broking, and E-KYC services. The company also specializes in customizing financial services for non-resident Indians, making it a one-stop destination for diverse financial needs. With its expertise and customer-centric approach, Jainam Broking Limited delivers efficient and tailored solutions. Role Description This is a full-time on-site role based in Durgapur for an Equity Advisor. The primary responsibilities include providing financial advice related to equities, guiding...

Seeking experienced Mutual Fund Manager to manage portfolios, analyze market trends, ensure SEBI compliance, engage clients, drive business growth, mentor team and deliver superior investment performance.

To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client

Affluent RM will manage a mapped book of HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.