10126 Portfolio Management Jobs - Page 46

We are seeking a highly motivated and experienced PMO Lead to establish andmanage the Project Management Office for AI-first digital engineeringorganization. The ideal candidate will be a strategic leader responsible fordesigning, implementing, and overseeing the firm-wide delivery operationsframework, governance, and best practices for all project managementactivities. This role requires a dynamic professional with deep expertise inproject management methodologies, compliance, and resource management to driveoperational excellence and ensure the successful, repeatable delivery ofprojects. Role Description Collaborate with all the project managers, delivery leads of active projects to ensure...

BusinessDevelopment of the category, and New Vendor On-boarding : Identify white spaces inthe portfolio and develop assortment to fill those gap, Identify and developpotential brands to achieve business objectives. BusinessMetrics Achievement: Achieve business Metrics ofRevenue GM and CM. Taking appropriate action if any of the metric is being notachieved and highlighting the risk in advance. CustomerMetrics Achievement: Increase customer engagement tothe platform through appropriate selection and content. OperationsMetrics Achievement : through timely Solve of UPIinventory and RTV of non-salable products. Responsibilities: Drive Portfolio growth above platform YoY by improving KPIs Improvem...

Dear Candidate, Greetings From "APEX SERVICES" Role- Wealth Relationship Manager CTC- upto- 10 LPA + incentive + Other benefit Key responsibilities and accountabilities: Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation w...

Generate New Business to the Bank by doing fresh Acquisition of CASA & Banking products Manage & sell Savings Account by conducting several marketing activities Understand & analyse the customer needs & provide customised solutions Required Candidate profile Should be energetic with passion for sales Strong customer service orientation along with process adherence 1 - 5 years sales experience preferably from Banking/Financial industry background

Role & responsibilities Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 5 - 12 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship mana...

Cradlepoint is seeking a Solution Architect - Packet Core to join our SR Packet Core Sub-Domain. You will be a crucial part of our Customer Network Support (CNS) team, delivering in-service support for Cradlepoint's customers across diverse network solutions, adhering to contracted agreements and established processes. As telecom networks increasingly embrace cloud-based and virtualized infrastructure, this role is critical for navigating the complexities of modern operations, fault isolation, and customer service requests (CSRs). You will be key in ensuring our 4G/5G Cloud and Packet Core solutions are seamlessly delivered, supported, and continually optimized for performance. What You Will...

Cradlepoint is seeking an IT Technology Specialist: Portfolio who will be responsible for implementing, maintaining, and optimizing tools that support portfolio management processes, including project tracking, resource allocation, and performance reporting, with a strong focus on product orientation and product-centric ways of working. What You Will Do: Key Responsibilities Develop the technology and architecture strategy and planning/roadmap for the product(s) in scope, in collaboration with Product Teams for Medium Complexity Products. Own responsibility for technical setup, architecture, system documentation , and possess key expertise about platform interfaces, integrations, and roadmap...

Role & responsibilities Job Description - Commercial Banking portfolio management. Experience - 2 year to 8years . Please share your cv at surbhi.malhotra@nlbtech.com Looking for candidates who can join in 1 month Please share your cv at surbhi.malhotra@nlbtech.com Experience in CRE and Underwriting Evaluate financial performance of companies /borrower / guarantor across all segments and class based on a variety of factors including past and current performance, management projections and market changes over the period. -This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity. - Perform market research...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

The incumbent will be responsible for connecting and engaging with villas, apartments, homestays, and premium vacation rentals. They will be accountable for enhancing the productivity of the portfolio, meeting or exceeding supply targets, identifying market opportunities, and guiding the team to attain their KRAs. Additionally, the role holder will develop strategic insights to improve business profitability, identify opportunities for process improvement, and collaborate closely with business teams to assess process adherence and prioritize areas for enhancement. What will you be doing: 1. Relationship and Account Management: Building, managing and expanding partner relationships within you...

Kotak Mahindra Bank Limited is looking for Sky Global Indian Classic - RM-Sky Channel-VRM - NR to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes

The team contributes to success of sales and associated revenue generation by delivering and presenting analytical content during the positioning stage of the sales cycle. The team is focusing on the functional positioning, product differentiation and client driven solutions. Through in-depth understanding of the prospective client s business needs, the team helps find practical solutions that may involve multiple MSCI products and cross team collaboration. The team also supports the upselling and cross-selling opportunities with existing clients. Your Key Responsibilities The ideal candidate should have strong technical skills with a good knowledge of financial risk management methods. The ...

The team contributes to success of sales and associated revenue generation by delivering and presenting analytical content during the positioning stage of the sales cycle. The team is focusing on the functional positioning, product differentiation and client driven solutions. Through in-depth understanding of the prospective client s business needs, the team helps find practical solutions that may involve multiple MSCI products and cross team collaboration. The team also supports the upselling and cross-selling opportunities with existing clients. Your Key Responsibilities The ideal candidate should have strong technical skills with a good knowledge of financial risk management methods. The ...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...

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

Management Profile: Provider Management/Healthcare Purchasing Roles & Responsibilities: Tariff Negotiations and cost management Conducting surprise audits and checks of the claims and case to case negotiations Manage workload of both field and office effectively Experience in dealing with providers (Hospitals/Diagnostics & OPD Clinics) Understanding of Health Claims and claim related processes Good understanding of Health Insurance and related products Managing relationship with the providers Flexible to travel across locations based on the organizational requirements Managing internal (Claims Team, Sales and Central Teams and external stakeholders (Brokers, Channel partners & Corporates) Ma...

Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with a...

Job Title: Associate Director Investment Implementation Location: Mumbai Mode: Hybrid (3 Days WFO / 2 Days WFH) Shift: 12:00 PM Onwards Key Responsibilities • Lead implementation of global public multi-asset portfolios • Design strategic asset allocation models and portfolio analytics • Manage FX hedging programs and investment documentation • Deliver macro and market insights across asset classes • Collaborate with senior stakeholders to drive investment outcomes • Oversee fund performance analysis and author commentaries • Build models for market trend analysis and scenario planning • Coordinate cross-functional teams for seamless portfolio execution • Foster a culture of excellence, colla...

Vantive is a vital organ therapy company on a mission to extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful innovations in kidney care. As we build on our legacy, we are deepening our commitment to elevating the dialysis experience through digital solutions and advanced services, while looking beyond kidney care and investing in transforming vital organ therapies. Greater flexibility and efficiency in therapy administration for care teams, and longer, fuller lives for patients that is what Vantive aspires to deliver. We believe Vantive will not only build our leadership in the kidney care space, it will also offer meanin...

Manage and grow a portfolio of High Net Worth (HNI) clients by understanding their financial goals and risk appetite. Provide expert advice on investment products including mutual funds, insurance, bonds, PMS, AIFs, and other wealth instruments. Conduct periodic reviews of client portfolios to ensure optimal asset allocation and returns. Cross-sell and upsell banking and investment products to meet client needs and achieve revenue targets. Ensure compliance with all regulatory and bank guidelines during client onboarding and transactions. Maintain regular communication with clients through meetings, calls, and portfolio reviews. Identify new HNI prospects through referrals, market research, ...

About EarnIn As one of the first pioneers of earned wage access, our passion at EarnIn is building products that deliver real-time financial flexibility for those with the unique needs of living paycheck to paycheck. Our community members access their earnings as they earn them, with options to spend, save, and grow their money without mandatory fees, interest rates, or credit checks. We re fortunate to have an incredibly experienced leadership team, combined with world-class funding partners like A16Z, Matrix Partners, DST, Ribbit Capital, and a very healthy core business with a tremendous runway. We re growing fast and are excited to continue bringing world-class talent onboard to help sha...

Role-specific Accountabilities: Build software solutions enabling end-to-end investment lifecycle support including portfolio management and analysis activities, trade submission and execution, reporting and post-trade activities. Work in partnership with CPP Investments professionals Design, integrate and implement working as a part of the team within a customer centric engineering team. Contribute to the development of long-term system target state. Contribute to engineering excellence by proactively identifying and prioritizing opportunities to improve process agility, delivery efficiency, and implement DevOps & agile development principles. Support innovation and promote Agile best pract...

Sr. Service Engineer About Providence Providence, one of the US s largest not-for-profit healthcare systems, is committed to high quality, compassionate healthcare for all. Driven by the belief that health is a human right and the vision, Health for a better world , Providence and its 121, 000 caregivers strive to provide everyone access to affordable quality care and services. Providence has a network of 51 hospitals, 1, 000+ care clinics, senior services, supportive housing, and other health and educational services in the US. Providence India is bringing to fruition the transformational shift of the healthcare ecosystem to Health 2. 0. The India center will have focused efforts around hea...

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...