13295 Portfolio Management Jobs - Page 48

The role Are you looking for a challenge in a global environmentDo you enjoy collaborating with customers and partners while continuously learning and evolvingJoin Softwarene one of the fastest-growing companies in the IT sector. We are redefining technology solutions as thought leaders in IT Portfolio Management (ITPM) services, helping customers optimize IT investments through commercial, technology, compliance, and governance expertise. Key Responsibilities : As Consultant - IT Portfolio Management, you will work in a team environment to manage customer software licenses and ensure compliance. You ll leverage SAM tools (Snow / Snow Atlas) to help customers understand and control their sof...

Job Responsibilities: Should have expertise in understanding business processes Pharmaceutical(API s) and the execution of business unit strategies, along with sales and marketing operations, portfolio management, pricing, key account management, domestic and international business (regulated and emerging markets). End to End Customers Support to with regard to Enquires, Offers, Sample, Processing Sales orders and receivable management. Develop New business opportunities with guidance from the directors for organization. This work will include web search, contacting via emails, Telephone Networking. Once contact is established take part in customer visits etc. Handling Customer complaints an...

Leading Finance Company is hiring for Wealth Manager Roles Call at 9954786204/94125 01851/88597 66816 Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/ Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and conn...

mooPay is building India s first dairy-centric credit rails and rural neobank, enabling millions of dairy farmers with access to affordable, reliable, and transparent credit. Through partnerships with dairies, lenders, and insurers, mooPay is transforming how rural households access finance, from cattle purchase loans to climate insurance. Role Overview As a Program Manager at mooPay, you will be responsible for driving high-impact initiatives across multiple functions strategy, product, operations, risk, and partnerships. You will act as the bridge between leadership, field teams, and external partners (banks, NBFCs, dairies, insurers), ensuring smooth execution of projects, strong governan...

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @palak.gupta@axissecurities.in

We are looking for a highly motivated and experienced Business Development Executive to join our team in Mohali. The ideal candidate will have 5-7 years of experience in software engineering with a focus on C#, ASP.Net, MS SQL Server, Javascript, HTML5, and jQuery. Roles and Responsibility Develop and execute business development strategies to drive growth and revenue. Build and maintain strong relationships with clients and stakeholders. Identify and pursue new business opportunities through networking and market research. Collaborate with cross-functional teams to develop and implement sales plans. Analyze market trends and competitor activity to stay ahead in the industry. Provide excepti...

Good day !! Hiring for Business Development Executive & Relationship manager-Current Account Location: TIRUPATI 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 industr...

Join JPMorganChase and be at the forefront of optimizing our trading operations. This role offers a unique opportunity for career growth and skill enhancement, as you contribute to the success of our trading and portfolio management businesses. Be part of a dynamic team where you will begin to build your expertise and contribute to driving impactful change and innovation. As a Trading Services Specialist within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, assisting the smooth operation of our trading and portfolio management businesses. Your work will have a significant impact within your team, contributing to the overall performance of our tra...

Portfolio Manager Division: Aurea Biolabs We are seeking a dynamic and innovation-driven Portfolio Manager (Commercialization) to join our Product development team to explore new business opportunities & manage a set of innovative projects by working closely with R&D, commercial & business operations to sufficiently understand the technical details and translate them into commercial opportunities. Key Roles & Responsibilities Techno-commercial strategy & product Commercialisation Act as a key techno-commercial bridge between R&D, business development, and international customers translating clinical evidence into marketable product value stories. Support commercialization of proprietary prod...

We specialize in providing capital and differentiated access to capital markets for high-potential growth assets. Our focus lies on mid-to-late-stage private equity investments, supported by a seasoned team of investors and experienced operators. With over INR 2,000 Crores under management across two funds, we have the resources and expertise to help achieve growth aspirations of innovative Indian Entrepreneurs. We are committed to identifying and supporting Innovative enterprises with transformative technologies and business models that address challenges and opportunities in Consumer, Financial Services, Software, Energy, Healthcare and New age manufacturing among others. Role overview: We...

Hiring Alert!! Job Description: Relationship Manager Wealth / Investment Position: Relationship Manager Wealth / Investment Experience Required: 5+ years Industry: Wealth Management / Investment Advisory Client Segment: High-Net-Worth Individuals (HNI) Location: Mumbai, Pune, Indore Role Overview The Relationship Manager – Wealth/Investment is responsible for managing and growing a portfolio of High-Net-Worth (HNI) clients by offering tailored investment solutions and wealth management services. The role involves understanding client financial goals, managing their investment portfolios, cross-selling wealth products, and ensuring high levels of client satisfaction while adhering to organiza...

What youll be DOING What will your essential responsibilities include? Produce, analyze, and present Investment and Performance Reports for Internal Teams (Investment and Risk) and external partied (like Regulators and Portfolio Managers). Derive investment classifications based on other related information and conduct report testing. Create Board report for AXA XL entities which includes Positions reporting viz-a-viz benchmark & compliance limits, Performance, Market and Credit Risk. Produce Fixed Income, alternatives and Derivatives reports based on the production calendar. Troubleshoot complex excel based reports and re-engineer reports when required. Transition dashboards in MS Excel to ...

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform moderately complex credit investigations on companies and industries Receive direction from Commercial Ban...

12-15 years of experience in the IT industry in delivery roles; 5+ years on experience in program or portfolio management with large, geographically distributed teams 5+ years of experience managing delivery engagements on data & analytics tech stack Experience of setting up delivery teams and ramping it up to 20+ people. Project or Program management experience across the full SDLC lifecycle involving different methodologies like agile, iterative, waterfall and hybrid. Prior experience of managing delivery engagements with quality frameworks such as CMMI. Experience across service offerings (e.g. application development, maintenance, reengineering, migration, Developing Data Product etc.), ...

Job description Roles and Responsibilities Manage dealer relationships to achieve sales targets and sales efforts on Used Car Loans. Identify new business opportunities through networking, referrals, and market research. Led initiatives for used loans sales, focusing on retail clients and small fleet owners. Responsible to handle collections & PDD management for smooth loan disbursement. Desired Candidate Profile 4-9 years of experience in Used car finance, or similar field. Strong understanding of car loan products such as used car loans, four-wheeler loans, refinancing, etc.. Excellent communication skills for effective dealer management and relationship-building. Hiring Locations across T...

Job description Roles and Responsibilities Manage dealer relationships to achieve sales targets and sales efforts on Used Car Loans. Identify new business opportunities through networking, referrals, and market research. Led initiatives for used car loans sales, focusing on retail clients and small fleet owners. Responsible to handle collections & PDD management for smooth loan disbursement. Desired Candidate Profile 0-3 years of experience in Used car finance or similar field. Fresher's are also welcome Strong understanding of car loan products such as used car loans, four-wheeler loans, refinancing, etc. . Excellent communication skills for effective dealer management and relationship-buil...

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. In this role, you will: Review complex credit information of loans for companies and industries Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process Perform complex credit investigations on companies and industries Utilize knowledge and interpretation of procedures to direct less experienced individuals Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Review credit information of loans for companies and industries Respond to customer inquir...

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator... In this role, you will: Review complex credit information of loans for companies and industries Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process Perform complex credit investigations on companies and industries Utilize knowledge and interpretation of procedures to direct less experienced individuals Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Required Qualifications: Experience in financial analysis, or equivalent demonstr...

As a Customer Success SPOC, you'll connect customers, operations, and financial planners understanding client needs, preparing reports, aiding onboarding, and guiding informed investment and insurance decisions while building strong relationships Health insurance Life insurance Disability and PTSD support

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to grow liabilities business through portfolio management, retail branch banking, and wealth management services. Identify new business opportunities by acquiring new clients and expanding existing ones across various product lines such as Casa, Retail Liabilities, and Portfolio Management. Collaborate with internal teams to ensure seamless delivery of products and services to high net worth customers. Monitor market trends and competitor activity to stay ahead in the competition.

Portfolio Manager (Equities & International Investments) The Portfolio Manager is responsible for managing and optimizing investments across domestic listed equities and international markets. The role focuses on research, risk management, asset allocation, and disciplined execution of investment strategies to achieve superior risk-adjusted returns. Key Responsibilities 1. Investment Strategy & Asset Allocation Develop and implement investment strategies for Indian Listed equity and international portfolios. Allocate capital across sectors, asset classes, and geographies based on risk-return objectives. Periodically rebalance portfolios to maintain strategic allocation. 2. Market Research & ...

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 6 years' experience in banking sales - Proven track record in HNI banking sales - E...

Role Overview: As the Corporate Planning And Management (CPM) Transformation Leader based in Bengaluru, India, you will be responsible for owning a multi-year, cross-functional AI transformation across control, finance, risk, and related operations, including global capability centres. Your role will involve building global connectivity, curating and prioritizing an enterprise AI portfolio, evaluating synergies, and translating opportunities into scalable roadmaps and execution plans. You will closely partner with product, engineering, technology, and operations to deliver measurable value while ensuring transparency, compliance, and responsible AI. Key Responsibilities: - Proactively identi...

Job Summary This role is responsible for evaluating customer credit limits and risk ratings based on credit scores, while also analyzing high-risk customers and devising strategies to prevent delinquencies. The role manages an access database for deficiency accounts, reviews daily internal audit reports, and resolves discrepancies. The role negotiates initial payments, supports dispute resolution, ensures timely collections, and contributes to research-driven conclusions and reports, all while maintaining compliance with company policies and procedures. Responsibilities Evaluates and provides recommendations on customer credit limits and risk rating based on credit scores. Analyzes high-risk...

Role Overview: You will be a part of a full-service FinTech startup focused on re-engineering the credit business in India using Data Science and Technology. The company aims to create frictionless customer journeys, automate workflows, and make evidence-based decisions through the implementation of machine learning models. Key Responsibilities: - Identify, assess, and underwrite risks across loan products. - Manage a diverse portfolio of financial assets. - Establish and enforce credit risk policies and guidelines. - Utilize data analysis and statistical techniques to gain insights. - Contribute to the development and launch of new financial products. Qualifications Required: - Chartered Ac...