7284 Portfolio Management Jobs - Page 45

Lead a team of process consultants and development team to deliver transformation programs using robotics, exposure on blue prism and AA is must and open span / ui path is preferred Product development is highly preferred to help lead platform development, IP for EY Expertise in two or more of the areas listed Go to Market Strategy / Commercial Diligence / Business planning / Performance improvement of internal operations / Global Sourcing Experience handling consulting/ technology led transformation projects Good experience in business development through building of proposal, value proposition for client needs

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Design and develop scalable, high-performance applications using C# and .NET. Collaborate with product managers, stakeholders, and cross-functional teams to translate business needs into technical solutions. Build and integrate front-end, back-end, APIs, and databases while ensuring security and performance best practices. Contribute to performance optimization, scalability improvements, and troubleshooting across distributed systems. Participate in creating POCs, evaluating new tools, frameworks, and technologies. What You Will Bring: 4 - 6 years of hands-on experience in software development with strong expertise in C#, .NET and web technologies. Experience building RESTful APIs and WCF co...

Role & responsibilities :- 1. Ensure value build up & cross-sell in assigned base current account relationships. 2. Customer engagement / personal visits at pre-defined frequency 3. Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behaviour 4. Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value Preferred candidate profile Any Graduate with Banking knowledge Ready to do Sales Knowledge of banking operations Local & Experience candidate preferred

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 Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Hire Top Talents from Largest Talent Network | TESTQ. TQUSI0084_4720 - ServiceNow Developer / Administrator Job Summary: We are seeking a skilled ServiceNow Developer / Administrator with 4 6 years of hands-on experience to support an US client in enhancing and providing operational support. The candidate needs to be based in Bangalore, comfortable working from the office during evening shifts, and flexible to accommodate extended hours as per US customer demands. Key Responsibilities: Design, develop, configure, and administer solutions in the ServiceNow platform. Handle day-to-day administration, support, and maintenance of ServiceNow modules. Work on enhancements, customizations, and supp...

":" About the Opportunity: Role: Key Account Management - Team Lead Level: Deputy Manager Reporting to: Regional KAM Head Location: Gurugram About the Function: The Independent Hotels team is a part of the Domestic Hotel Supply Function. This team oversees the supply for independent hotels located across India and currently has contracted with over 70,000 hotels on our platforms. About the Role: This role plays a critical part in the Key Account Management team within the Domestic Hotels Supply Function. As a Key Account Manager, the incumbent will hold end-to-end responsibility for driving growth for assigned key accounts through regular engagement with partners. This involves sharing essen...

Job Title: Manager-1 Job Grade: G10 Function: GLOBAL BUSINESS DEVELOPMENT AND PORTFOLIO MANAGEMENT Sub-function: IP Litigations Manager s Job Title: Sr. Manager Skip Level Manager s Title: Sr. General Manager Function Head Title: Sr. Vice President Location: Sun House, Mumbai Areas Of Responsibility At Sun Pharma, we commit to helping you Create your own sunshine by fostering an environment where you grow at every step, take charge of your journey and thrive in a supportive community. Are You Ready to Create Your Own Sunshine As you enter the Sun Pharma world, you ll find yourself becoming Better every day through continuous progress. Exhibit self-drive as you Take charge and lead with confi...

What if companies had truly informed, engaged, and influential employees This is the challenge that Sociabble decided to take up in 2014, by launching an SAAS platform for Internal Communication , Employee Advocacy , and Employee Engagement . 11 years later, Sociabble is used in more than 180 countries, by companies such as Coca-Cola, Mars, Accor, EDF, Tata, Capgemini, Generali. International since day 1, the company has offices in Paris, Lyon, Boston and Mumbai. Sociabble was founded by two pioneers of the Internet, Jean-Louis B nard and Laurent Gauthier, entrepreneurs and investors for more than 25 years. By building the company, they were inspired by the best of U.S.-based SAAS platforms,...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

Role & responsibilities Responsible for Tele Collections performance at zonal level Implement & Monitor overall business strategy Drive various process targets to achieve business goals Responsible for pre-due collections and contracts till 90 DPD Ensure higher resolution and lower delinquency flowing to next bucket Provide feedback and recommendations to drive process improvement and cost efficiency Monitor and provide recommendations for calling and dialer strategy Ensure the center is appropriately rostered with shrinkage below specified threshold Ensure the center is aligned to departmental culture and methodology Liaison with support functions to improve team performance Deliver high cu...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 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 (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...

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, Location - Surat, Ahmedabad, Bangal...

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 sales...

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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Aurangabad. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and wor...

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at IndusInd Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working t...

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 y...

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management...

Preferred Relationship Manager role

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management...

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management...