7284 Portfolio Management Jobs - Page 48

Senior Analyst Roles & responsibilities: Responsible for managing multiple Middle Office and Regulatory support processes Independently managing middle / back-office operations for Investment Banks Preferable relevant work experience in a similar domain (Swap Data Repository Reconciliation) and team management skills Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build/enhance controls to prevent future escalations Participate in Middle Office/group level initiatives Responsible for ensuring Change Management and Process documentation is maintained in an updated fashion at all times Review and analyze trade data b...

The Portfolio Manager - Small Business Banking will manage a portfolio of small business clients, offering tailored financial solutions. Responsibilities include assessing clients financial needs, offering lending products, and ensuring timely portfolio performance. Strong knowledge of small business banking products, client relationship management, and risk analysis is essential for this role.

The ideal candidate will oversee bancassurance activities in the region, working closely with the Affluent team to drive business growth and ensure customer satisfaction. Regional wealth head will play a key role in expanding our presence and achieving strategic growth. Lead and manage the Affluent Banking team in the region, drive business growth, develop and implement wealth management strategies, and ensure high-quality service delivery to affluent clients. Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients. Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternat...

The Manager - Credit Administration will oversee the credit risk assessment and loan approval process, ensuring compliance with lending policies. Responsibilities include evaluating credit applications, preparing reports, and managing credit portfolios. Strong analytical skills, attention to detail, and a deep understanding of credit policies are required for this role.

Role & responsibilities The Relationship Manager - Select will manage relationships with high-net-worth clients, providing personalized banking solutions and financial advice. Key responsibilities include understanding client needs, offering tailored products, and maintaining a high level of customer satisfaction. The Relationship Manager will also develop strategies to grow client portfolios and ensure long-term business relationships. Strong communication and relationship management skills are essential. His prime responsibility will be acquisition and maintaining key relationship management with HNI's/clients and enhancing the given book for the branch

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify potential customers through networking, referrals, and market research to expand the customer base. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Provide exceptional service to high-value clients, ensuring their financial needs are met and exceeded. Develop and implement effective sales strategies to meet targets set by the bank. Desired Candidate Profile 5-10 years of experience in Private Banking, Wealth Management, Preferred Banking, Mutual Funds, or related fields. Bachelor's degree in any spec...

IndusInd Bank is hiring for Virtual Relationship Manager . Candidate must be a Graduate/Post Graduate. Should be comfortable fore core sales roles. Customer portfolio management & deepening relationships. Tele sales and marketing. Should have experience in Health Insurance, Life Insurance, Personal Loan, Credit Card, RD, FD etc. Freshers with good communication skills can also apply.

DETAILED RESPONSIBILITIES- To work in synergy with the cross functional teams to generate wallet share across Wealth & Liability products To cross sell wealth & liability products to the bank's premium Asset clients. Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, d...

Role & responsibilities Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes & subclasses. Decisions on products with the asset / sub-asset class. This will require a good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternative products, etc. Meeting/interaction with the respective RM and the client Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when the requirement for risk management or sales opportunity comes up. Coach RM teams on the latest products and research available, including Conduct the market update calls for the RMs o...

Key Responsibilities: Market Expansion: Identify and evaluate new business opportunities in MEA, LATAM, and EU regions. Draft and execute GTM to key geographies Client Acquisition: Develop and execute strategies to acquire new distributor and partners in target markets. Alliance Management: Build and maintain strong relationships with key stakeholders, distributors, and partners. Market Intelligence: Conduct market research and competitor analysis to inform strategic decisions. Portfolio Management: Develop 5 year portfolio for Emerging markets Product Launches: Collaborate with internal teams to ensure on-time registrations and launches in territories Performance Tracking: Monitor KPIs and ...

Description We are seeking a highly skilled Project Manager II to oversee our asset management projects in India. The ideal candidate will have 12-15 years of experience and will be responsible for ensuring the successful delivery of projects while managing resources effectively. Responsibilities Lead and manage asset management projects from initiation to closure. Develop project plans, timelines, and budgets while ensuring compliance with company policies. Coordinate with cross-functional teams to ensure project deliverables meet quality standards. Monitor project progress and performance, identifying and mitigating risks. Conduct regular meetings with stakeholders to report on project sta...

Project Lead of one or more (depends on project complexity) NPI projects in one or more Therapeutic Areas Project types: Make, Co-development and/or L&A projects Leads and oversees crossfunctional project evaluation, planning and execution (I&D and other functions, e.g. Commercial, Operations, etc.) Assumes End to End project lead accountability from project start to launch in key market Drives execution, update and endorsement of development plans (time, cost, quality, risk, technical, medical, science) and consolidates all functional input into the plans. Drives definition of clear project team deliverables, secures implementation and oversees the project team performance Represents the pr...

Know the Company CoinSwitch breaks down the complexities in Crypto, empowering the everyday Indian to make informed investment decisions on a simple and trusted platform. When we started up, Crypto was a field reserved for specialists. Today, over 19 million users trust CoinSwitch to learn, purchase and invest in Crypto. That makes us Indias largest crypto app. On CoinSwitch, users can invest in Crypto with a few simple taps, either as a one-time purchase or in regular intervals through an SIP. But simplicity is not a substitute for informed decisions. A CoinSwitch user spends 27 minutes on our appto learn about Crypto and Web3 through our educational content and understand the market sentim...

Execute trades efficiently and accurately on behalf of clients, ensuring best execution practices. Provide investment recommendations and advice to clients based on their financial goals and risk tolerance. Required Candidate profile Manage client portfolios and monitor market conditions to identify investments opportunities. Develop and maintain strong relationships with clients, providing exceptional customer service.

Responsibilities: * Manage HNIs' wealth through mutual funds, PMS & investment products * Acquire new HNI clients with expertise in AIFs & financial advisory services Health insurance Annual bonus Provident fund Performance bonus

The role is responsible for creating, reviewing, and implementing credit policy for the Two Wheeler business in line with business requirements. Additionally, the role involves conceptualizing and launching credit policy for the same. Key responsibilities include conducting periodical review meetings with the business head to align credit policy with business needs, reporting credit deviations, portfolio reviews focusing on delinquency reports and Early Warning System (EWS) reports, and collaborating with the business unit to improve asset quality continuously. The role also involves capturing key data elements, analyzing cross-period movements, ensuring compliance with procedures for loan p...

About This Role Summary: We are seeking a self-motivated Compliance professional to be part of a transaction surveillance and forensic testing team. The Global Transaction Surveillance and Forensic Testing team (TSFT) is responsible for the development, ongoing review, and follow-up of surveillance alerts related to BlackRocks equity, fixed income, and multi-asset portfolio management and trading functions globally. Through their work, the team is focused on mitigating regulatory risk and helping ensure compliance with internal policies, procedures, and regulatory requirements. In addition, the team provides regular MI reporting to various oversight committees and senior leaders. Team member...

Role & responsibilities Job Role- * NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regul...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodities Risk Manager CTC- upto-9 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage and maintain the Commodity Risk Management System (RMS) for accurate risk tracking. 2) Conduct UAT testing for system related changes of Risk Management 3) Monitor risk limits and ensure compliance with internal risk policies and regulatory requirements. 4) Coordination and Communication with various stake holders such as Compliance, Product, IT, CS and Operations on Risk related matters 5) Stay updated with market trends, risk methodologies, circulars, and regulatory changes. 6) Handle Aud...

Hi, Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities SR.CEC & TL -CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets s...

Roles & Responsibilities: Acquire, manage, and grow a portfolio of HNI clients (50 Lac+ ticket size) . Responsible for selling & advisory of financial products including: Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts . Drive revenue generation and meet defined business targets. Build and nurture long-term relationships with clients through regular interaction and portfolio reviews. Ensure the highest level of service delivery , client satisfaction, and relationship management. Manage and grow a minimum Equity AUM of 30 Cr . Responsible for trading account activation and assisting new clients in understanding equity markets. Cross-sell wealth manageme...

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience