13295 Portfolio Management Jobs - Page 46

The Portfolio Reporting and Analytics Senior Analyst, Portfolio Management on the Global Portfolio Management team will be responsible for driving reporting creation and distribution, data analysis and modeling, and stakeholder training and management, partnering closely with Product, PMO, Engineering, Finance, and the Agile Tools Enablement team, in the enablement of portfolio governance and directly contributing to the ongoing creation and optimization of key reports and metrics. Role Responsibilities Drive the creation and distribution of enterprise portfolio reporting within the Global Portfolio Management organization. Drive data analysis and modeling to support the creation of highly a...

Department Brief Middle office teams amongst investment companies are stretched between day-to-day operation tasks and new requests for business development, with situation intensified by growing complexity of financial markets. Now more than ever, these teams are seeking ways to outsource the integration and maintenance for maximized operational efficiency. With FactSet s Managed Services, built on the power of our cutting-edge, proprietary middle office solutions, customers can rely on our expertise to confidently navigate complex workflows, ensure data quality, and gain timely access to actionable information. Partnering with FactSet shifts the total cost of ownership over to FactSet, whi...

Location: Mumbai Designation: Associate Director Entity: Deloitte Shared Services India LLP What impact will you make Every day, your work will make an impact that matters, while you thrive in a dynamic culture of inclusion, collaboration, and high performance. As the undisputed leader in professional services, Deloitte is where you ll find enormous opportunities to succeed and realize your full potential. Responsibilities: ORGANIZATIONAL RELATIONSHIPS Portfolio Manager will report to Application Leader SCOPE OF RESPONSIBILITY Responsible for overseeing all aspects of the Application Development portfolio - including projects and programs of work, from initiation to implementation. Ensure th...

Fastest Growing Wealth & Portfolio Management / Advisory Company is Hiring CLUSTER HEAD- ACROSS INDIA Call on : 9954786204 / 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com nidhi@contactxindia.com Role & responsibilities A Cluster Head for investment advisory leads sales/wealth teams, drives AUM/revenue growth (HNI/UHNI clients), manages team performance, ensures regulatory compliance, and expands client/IFA networks across a designated region . The JD emphasizes leadership, sales execution, and client acquisition/retention strategies. K ey responsibilities & requirements for an investment advisory cluster head: Business Growth : Execute cluster-level plans for sales, AUM...

Good day !! Hiring for Business Development Executive & Relationship manager-Current Account Location: Banjara Hills 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 customers, through in...

About The Role Skill required: Marketing Operations - Product Requirement Definition Designation: Product Management Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than ...

Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...

Roles and responsibilities 4+ years of experience in Investment banking, Wealth management, Mutual funds transaction processing or portfolio management, ideally handling complex or high-sensitivity accounts. Strong analytical and problem-solving skills, with a proven ability to identify discrepancies, resolve exceptions, and maintain high levels of accuracy. Excellent communication and collaboration skills, with experience working cross-functionally to resolve issues and manage transaction workflows effectively. Detail-oriented with knowledge of regulatory compliance standards and a commitment to following established policies, procedures, and quality standards. Must Have Bachelors degree in...

FASTEST GROWING Investment Advisers hiring in large numbers across India call on 8859766816 / 9412501851 / 8755187878 Send Cv on rm@contactxindia.com karan@contactxindia.com Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in time. To keep one self-updated on the financ...

Roles and Responsibilities Manage relationships with existing clients to identify their working capital requirements and provide customized solutions. Develop new business opportunities through referrals, networking, and market research. Conduct financial analysis to assess client creditworthiness and recommend suitable financing options (term loans, working capital facilities). Ensure timely disbursement of funds to clients while maintaining high levels of customer satisfaction. Monitor portfolio performance regularly to minimize defaults and optimize returns on investment.

Hi, Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients 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 To execute monthly sales plan to acquire HNI/UHNI clients and ensure reg...

RPMG: Portfolio Manager Bharat Banking Loans INTERNAL USAGE: No. of Vacancies: Reports to: Area Collections Manager Is a Team leader N Team Size: Grade: AM/DM/M Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: PDM/Flows/NPA Location: PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans, Jewel Loans, Business loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The P...

RPMG: Portfolio Manager Bharat Banking Loans INTERNAL USAGE: No. of Vacancies: Reports to: Area Collections Manager Is a Team leader N Team Size: Grade: AM/DM/M Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: PDM/Flows/NPA Location: PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans, Jewel Loans, Business loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The P...

RPMG: Cluster Portfolio Manager Bharat Banking loans INTERNAL USAGE: No. of Vacancies: Reports to: Circle Portfolio Manager Is a Team leader Y Team Size: Grade: SM Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: Bharat Banking Loans Location: PAN India About Retail Portfolio Management Group The RPMG 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 receivables/collections business of the bank About the Role The Cluster Portfolio Manager handles...

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 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 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 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 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 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...

Key Responsibilities: Client Servicing: Manage and service clients converted by you, ensuring all their travel requirements are met efficiently. Itinerary Planning: Suggest travel routes and itineraries based on client preferences and requirements. Booking & Ticketing: Process quotes, block tickets, and issue travel tickets upon receipt of payment or with approved credit lines. Aggregator Coordination: Coordinate with travel aggregators and manage accounts payable and receivable effectively. Lead Management: Handle leads from start to finish through the CRM system, ensuring proper follow-up and conversion. Administrative Support: Perform administrative work related to your client portfolio, ...

Role Overview: As a Sales Portfolio Manager at Investors Clinic Infratech Private Limited, your primary responsibility will be to oversee the management and optimization of clients' investment portfolios. You will be required to identify new investment opportunities, provide expert guidance on real estate properties, and collaborate with internal teams to deliver personalized and effective property solutions. Your role will be based in Noida, working full-time on-site. Key Responsibilities: - Analyze financial data to make informed investment decisions - Manage investment strategies to maximize returns for clients - Identify and evaluate new investment opportunities in the real estate market...

As an Investment Officer at the Family Office in Mumbai Andheri, your role will be crucial in managing and growing the family's wealth through a diversified investment portfolio. Your responsibilities will include: - Portfolio Management - Manage investments across various asset classes such as equities, fixed income, real estate, private equity, and alternative assets. - Monitor portfolio performance and ensure alignment with strategic goals. - Rebalance investments based on market dynamics and risk-return expectations. - Investment Analysis - Conduct due diligence and risk assessments on new investment opportunities. - Prepare financial analysis, forecasts, and valuation models. - Provide ...

Support change delivery managers in delivering successful projects, ensuring compliance with the Barclays Control Framework. Create and implement standardized PMO processes and methodologies aligned with controls and governance standards. Monitor project performance, track progress, identify risks, assumptions, issues, and dependencies, and report on project status to senior management. Facilitate project governance, aligning projects with the organization's strategic objectives and managing project risks. Provide change management framework training to project managers and stakeholders to deliver successful projects. Continuously improve project management practices, identifying areas for i...

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue...