13295 Portfolio Management Jobs - Page 45

Good day !! Hiring for Business Development Executive & Relationship manager-Current Account Location: Chhattisgarh (for all Branches) Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing cus...

Should have sales experience in IT staffing/IT Services who has done staff augmentation industry in their career. prior experience in client Management with Contract staffing of at least 10yrs Should be Self-driven and motivated to achieve success Required Candidate profile excellent communication and inter-personal skills experience into India staffing or domestic staffing Good Stability

PERSONAL BANKER SALES: 1YEARS of experience with liability &third-party banking product. Job involves Sales and new acquisition of customers from with self sourcing No relationship portfolio will be given. However, you may get help from branch in terms of leads Hiring only in AM grade No operations,only sales. Salary: It is negotiable; although you will get a hike in your basic pay. PERSONAL BANKER CLASSIC : Min. 3 YEARS OF experiences in retail banking. This profile is also known as classic RM Job involves Sales, PORTFOLIO Management and relationship management New ACQUISITION ALONG WITH Handling THE EXISTING PORTFOLIO of Job involves Sales, PORTFOLIO Management and relationship management ...

Role & responsibilities Job Description: * Acquire new corporates offering transaction banking products, such as, TRADE, FOREX, CMS * Build a strong and robust customer base to increase the balances and earn revenue by providing them high standards of service on an ongoing basis * Maintain strong relationship with acquired customers to facilitate day-to-day transactions * Have knowledge on basic banking and products such as TRADE, FOREX, CMS, to seamlessly manage customer queries * Have an understanding of industry segments for reaching out to target corporate customers * To be constantly abreast of general economic and market indicators * Job requirements: * MBA preferred, Should have 3-10 ...

Salary: 30 to 45 LPA Exp: 2 to 13 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders. - Le...

Job summary, We are hiring enthusiastic and sales driven Wealth Managers to join our growing investment advisory team in Lucknow, The role focuses on acquiring new clients and advising them on diversified portfolio including mutual funds, Insurance Health insurance Accidental insurance

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service. Regards, Sandipa 7980475998

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998

Ernst Young is looking for Analyst - Business Consulting PI - GOV - CNS - BC - Transformation Delivery to join our team Roles and Responsibility Collaborate with cross-functional teams to deliver transformation projects. Analyze business problems and develop solutions using various tools and techniques. Work closely with clients to understand their needs and provide tailored solutions. Develop and maintain relationships with key stakeholders and clients. Identify areas for process improvement and implement changes. Provide expert advice and guidance on business consulting projects. Job Requirements Strong understanding of business consulting principles and practices. Excellent analytical and...

We are looking for a highly skilled and experienced Team Lead to join our Ratings & Research Support team in the GCC region. The ideal candidate will have a strong background in ratings and research support, with excellent leadership skills. Roles and Responsibility Lead a team of analysts to provide high-quality ratings and research support to clients. Develop and implement effective rating models and methodologies. Conduct thorough analysis of financial data and market trends to inform investment decisions. Collaborate with cross-functional teams to identify opportunities and risks. Provide expert guidance on credit risk assessment and portfolio management. Ensure timely delivery of high-q...

The opportunity Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Hyderabad GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset. It also means realizing ...

The opportunity Project Consultant-GOV-Business Consulting PI-CNS - BC - Transformation Delivery - Jaipur GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset. It also means reali...

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the worlds largest companies to small and mid- ket firms, rely on SS&C for expertise, scale, and technology. SS&C: Managed Operations - Engagement Specialist SS&C is seeking an Engagement specialist to join its Managed Operations - Shadow Accounting in its Hyderabad office. We are looking for a candi who has a proven track record in financial technology or a related discipline and can provide excellent service to our clients in the investment industry. Suc...

If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 BRANCH MANAGER Branch Banking KRAs: Responsible for the overall growth of the Branch. Enhancement of the deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross-selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for the break-even and P&L of the branch EXPERIENCE: Overall 8 years of Banking experience, out of which 3-4 years in Retail Liabilities In-depth ...

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and maintain strong relationships with Non-Resident Indian (NRI) clients to understand their financial goals and provide tailored investment solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to NRI clients. Provide exceptional customer service and support to NRI clients, addressing their queries and concerns promptly. Stay updated on market trends and regulatory changes affecting NRI investments. Build and maintain a network of contacts within the NRI community to promote our brand and services. Job Req...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Key Responsibilities 1. Client Engagement Partner with Sales to understand client needs and articulate MFund capabilities accordingly. Deliver compelling product demonstrations and solution presentations tailored to regional markets. Build confidence and trusted relationships with C-level stakeholders and technical teams. 2. Solution Design & Technical Expertise Analyze client workflows and pain points to propose practical, scalable solutions. Design end-to-end capital markets solutions including trading, portfolio management, and compliance. Develop and present Proof-of-Concept (PoC) configurations customized to client scenarios. 3. Global Collaboration & Delivery Support Engage with client...

Embark on a transformative journey as an AVP WCR Portfolio - Economist at Barclays, where youll provide timely, insightful, and actionable analysis of geopolitical and macroeconomic risks that could impact the investment banks portfolio, trading activities, and overall financial stability. The Team provides timely, insightful, and actionable analysis of geopolitical and macroeconomic risks that could impact the investment banks portfolio, trading activities, and overall financial stability. By implementing these strategies, the Geopolitical and Macroeconomic Analyst as part of WCR Portfolio Management Team will be a vital component, contributing significantly to informed decision-making and ...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Role Description & Responsibilities AF is currently seeking Analysts to specialize in asset management across our portfolio and overall portfolio monitoring, a critical element of the overall investment process. This position description is intended to describe the duties most frequently performed by an individual in this position: Produce and present periodic portfolio company monitoring, including but not limited to asset performance, comparison vs. underwriting case, and key company developments, particularly those with implications for investment performance Maintain portfolio company models as part of the asset management process Track company compliance with financial covenants Prepare...