10126 Portfolio Management Jobs - Page 49

1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/...

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenu...

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...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing quer...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing quer...

Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities Address the comprehensive financial needs of HNI clients , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. Achieve set targets in terms of product mix , ensuring a balanced and diversified portfolio for clients. Provide 360-degree coverage of client needs across their personal and busin...

Advising Ultra HNI clients on Equity, F&O- Equity/Currency/ Commodity . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large custo...

VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk . In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across a diverse range of investment products. Key Responsibilities Achieve the revenue targets set for the NRI Team. This involves broking across Equity, Derivatives, Commodity, and Currency, as well as actively cross-selling products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. Lead the hiring an...

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience ...

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience ...

About Us - PeakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others money as we would our own. Twenty years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates. People are at the center of what we do because money ultimately must work for people and help them realize their goals. With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional jou...

Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: Provident Fund Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your we'llbeing: Mediclaim, Term Life Insurance, Accidental Coverage, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Diwali voucher, Monthly remunerated RnR program What You Will Get To Do: Define and drive the product vision, strategy, and roadmap for trading and investment technology platforms. Collaborate with engineering, QA, UX, and design teams...

GOV Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves. Digital transformation is not just about new technologies; it involves an overhaul of organizational structures, governance, work processes, culture and mindset. It also means realizing a wider vision of relationships and business models that will redesign how public services function. ...

We are looking for an experienced PMO Consultant to join our client and play a key role in shaping and supporting the Project Management Office The ideal candidate will bring a strong background in PMO tools and processes, with hands-on expertise in ServiceNow acting as the Product owner Responsibilities:Support the establishment, optimization, and governance of the Project Management Office (PMO) Ensure effective use of PMO tools (with emphasis on ServiceNow) for portfolio, program, and project delivery Drive best practices in project governance, reporting, and quality assuranceSupport resource and dependency management across multiple projects Collaborate with Project Managers to ensure al...

This role is key to ensure Maersk Technologys transformation remains aligned to Cyber security principles and Board level commitments, with Cyber security embedded at all lifecycle stages of product and service development to maintain our customers security and trust in Maersk as the leading global integrator par excellence. At Maersk we value the diversity of our talent and will always strive to recruit the best person for the job we value diversity in all its forms, including but not limited to: gender, age, nationality, race, sexual orientation, disability or religious beliefs. We are proud of our diversity and see it as a genuine source of strength for building high performing teams. We ...

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, etcBuild and grow CASA book size by onboarding quality customers ...

Client service delivery/execution Manage multiple projects, engagement economics and receivables, project resources and team utilization Lead the delivery / execution of high-quality deliverables and manage service quality, brand and client expectations Business development Manage clients & accounts and built professional relationships Meet business development targets by identifying new opportunities with existing and new clients Demonstrate significant industry / solution expertise People management Be a strong team player Build a strong team and be a strong role model, mentor and coach Assist in resolving people issues Support people development through guidance and feedback Take the lead...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

Role Overview Join Wipro Innovation Network (WIN) Labs as a Robotics Lead and become a pivotal force in pioneering the future of Embodied AI. This role demands a visionary leader who can seamlessly blend strategic foresight with hands-on technical expertise to advance how artificial intelligence interacts with the physical world. Whether through robotics, sensor integration, or simulation technologies, you will helm efforts that drive meaningful innovation and tangible business value. You will be entrusted with shaping the practice from the ground up defining its strategic path, cultivating new market opportunities, and converting cutting-edge research and technology into scalable, customer-...

Kotak Mahindra Bank Limited is looking for Branch Manager-BRANCH BANKING-RL Branch head to join our dynamic team and embark on a rewarding career journey Managing and overseeing all aspects of the branch's operations, including sales, customer service, and daily operations Setting performance goals and targets for employees and ensuring that they are met Managing and developing a team of employees, providing feedback, coaching, and development opportunities as necessary Developing and implementing sales strategies to meet revenue targets and drive growth Building and maintaining relationships with customers and stakeholders, including local businesses and community groups Ensuring that the b...

Atria Convergence Technologies Ltd. is looking for Executive/Senior Executive-Telesales-Quality Analyst to join our dynamic team and embark on a rewarding career journey Strategic Planning: Participate in developing the organization's long-term strategic goals and objectives Identify opportunities for growth and improvement and develop strategies to achieve them Leadership and Management: Provide leadership and guidance to teams and departments within the organization Set goals, monitor performance, and ensure effective execution of plans Foster a positive work culture and motivate employees to achieve their best Decision Making: Make critical decisions that impact the organization's directi...

We are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment The role focuses on deposit mobilization, cross-selling ficial products, and ensuring operational excellence at the branch level The ideal candidate will bring strong sales expertise, leadership qualities, and a customer-centric approach to drive business growth Portfolio ManagementManage and maintain the existing portfolio of Small Commercial Vehicle (SCV) customers, ensuring consistent engagement and service delivery Loan HandlingOversee the end-to-end process of Commercial Vehicle loans (both new and used), from customer onboarding to loan dis...

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, etcBuild and grow CASA book size by onboarding quality customers ...

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, etcBuild and grow CASA book size by onboarding quality customers ...

Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contactability at all times through regular connect with them in weekly/ mon...