10126 Portfolio Management Jobs - Page 44

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, E...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. ...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, add...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Year...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.

1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond sourcing, process to be followed & assistance in deal closures 3) Sourcing of Secondary Bond rate from various market participants and preparing quotes 4) Sharing Bond quotes with team on daily basis 5) Identifying new bond opportunities and information sharing with team 6) Preparing sourcing specific bond cash flows and facilitating deal closures by coordinating with Sales team IFDs Location: Kochi,Ahmedabad,Pune,Lucknow,Indore,Surat,Coimbatore

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. ...

1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to ...

1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location: Sura...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...