7284 Portfolio Management Jobs - Page 49

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

Urgent Hiring for !!! Platinum Relationship Manager !!! for one of the leading pvt sector bank. KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group ...

Role & responsibilities 1. Basic understanding of regulatory requirements related to pharmaceutical products, pharmaceutical industry, including market dynamics, product lifecycle, and key players. 2. Conducting secondary market research to gather information on market trends, competitor analysis, and potential opportunities for existing and new products in Emerging markets by using databases like IQVIA, Exim and country specific FDA sites. 3. Analyzing sales data, other relevant metrics to identify trends and insights for portfolio optimization. 4. Assisting in the evaluation of existing product portfolio, identifying potential gaps. 5. Monitoring competitor activities (tracking Exim) and p...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios. Identify cross-sell opportunities for liability products, third-party products, and other relevant financial services. Develop and maintain a deep understanding of HNI client needs to provide tailored solutions. Achieve sales targets by selling various banking products such as retail liabilities, portfolio management, and HNI client handling. Collaborate with internal teams to resolve customer issues and improve overall branch performance. Desired Candidate Profile 3-7 years of experience in Retail Branch Banking or related field. Strong knowledge of CAS...

As a Financial Support Specialist at MProfit, you will play a crucial role in assisting clients with resolving financial queries related to our software, ensuring they receive high-quality support and guidance. Your responsibilities will include providing support in portfolio management, capital gains computation & taxation, accounting, and reconciliation-related concerns. You will analyze and troubleshoot client issues, collaborate with the development team to report software issues, and suggest improvements. It is essential to stay updated on financial regulations, taxation laws, and accounting practices to provide accurate information. Maintaining accurate records of client interactions a...

As a Loan Disbursement Manager, you will be responsible for delivering month-on-month targets of loan disbursals for Consumer Durables. Your key tasks will include building and managing an active DSA network, establishing a network of channel partners, DSAs, and dealers to source business, achieving direct business targets through a team of retainers, and effectively controlling the portfolio of the assigned location. To excel in this role, the ideal candidate should hold a post-graduate degree and possess 3-5 years of relevant work experience. Prior experience in channel management for consumer durables will be a significant advantage. If you are a proactive, target-driven individual with s...

As a Finance and Accounts Manager, your primary responsibility will be to oversee all aspects of accounts and financial management. This includes drafting contracts, maintaining financial accounts, preparing statements, and ensuring compliance with accounting principles and regulatory standards. You will be in charge of conducting bank reconciliations, monitoring cash flow, and overseeing the preparation and filing of tax returns. Your role will also involve liaising with auditors, tax consultants, and financial institutions to ensure timely statutory filings and compliance with relevant authorities. In addition to accounts management, you will be responsible for investment management. This ...

As a Real Estate Relationship Manager at Prime Assets Realty Private Limited, a leading real estate firm in Pune, your role will involve building and maintaining client relationships, managing portfolios, facilitating buying and selling transactions, and providing exceptional customer service to ensure client satisfaction. The company specializes in the management of portfolios, buying and selling of housing and commercial real estate, and stays updated with market trends to establish trust-based relationships with clients. Customer satisfaction is a top priority, and the team values integrity and professionalism in all dealings. This full-time on-site position requires the following qualifi...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program...

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - Infantry Road Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Sp...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program...

As an Investment Analyst at our family office in Dubai, you will play a crucial role in evaluating, monitoring, and managing a diverse multi-asset investment portfolio. Your keen analytical skills and attention to detail will be instrumental in supporting the family in making informed investment decisions across various asset classes such as public equities, private equity, fixed income, real estate, hedge funds, and alternative investments. Your main responsibilities will include conducting thorough investment research and analysis, actively managing the investment portfolio, preparing detailed reports, performing due diligence, and effectively managing risks associated with the investments...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios. Identify cross-sell opportunities for liability products, third-party products, and other relevant financial services. Develop and maintain a deep understanding of HNI client needs to provide tailored solutions. Achieve sales targets by selling various banking products such as retail liabilities, portfolio management, and HNI client handling. Collaborate with internal teams to resolve customer issues and improve overall branch performance. Desired Candidate Profile 3-7 years of experience in Retail Branch Banking or related field. Strong knowledge of CAS...

The Occupancy Planning Lead will play a vital role in ensuring the delivery of JLL best practices through Occupancy Planning & Management products, solutions, and tools to real estate clients. As the account leader for Occupancy Planning and Management, you will bring industry insight, best practices, and thought leadership to the account while acting as a trusted advisor to clients, Account Directors, and the team. Your day-to-day responsibilities will include building strong relationships with clients, focusing on client needs, and providing team leadership. You will be responsible for fostering relationships between various individuals and organizations, ensuring coordination and collabor...

Requirements: Qualifications: Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-w...

At EY, you'll have the opportunity to shape a career that aligns with your unique qualities, supported by a global network, inclusive environment, and cutting-edge technology, enabling you to strive towards realizing your full potential. Your distinctive voice and perspective are essential in contributing to EY's continuous improvement. By joining us, you will not only create a remarkable journey for yourself but also contribute to fostering a more prosperous working world for all. As a WAM Fund Accounting Business Analyst - Senior Consultant, you will play a crucial role in delivering innovative solutions to our clients. Your role demands flexibility, adaptability, and a genuine passion for...

At EY, you'll have the opportunity to shape a career that aligns with your individuality, leveraging global resources, support systems, an inclusive environment, and cutting-edge technology to empower you to reach your full potential. Your distinctive voice and insights are valued as we look to enhance EY's offerings and operations. By joining us, you can craft a rewarding journey for yourself while contributing to a more sustainable and prosperous working world for all. As a WAM Fund Accounting Business Analyst specializing in the Eagle Platform, your role will involve managing and implementing innovative solutions for clients. Your success in this position will depend on your ability to re...

As an Investment Analyst at our Ahmedabad location in the FMCG industry, you will be responsible for conducting in-depth research and analysis across various asset classes such as equities, fixed income, mutual funds, AIFs, private equity, and real estate. Your role will involve evaluating and monitoring existing investment portfolios, tracking performance, risk, and adherence to investment mandates, as well as performing due diligence on new investment opportunities and fund managers. You will be expected to prepare investment memos, reports, and presentations for internal decision-making, stay updated with market trends and global financial developments, and support strategic planning. Add...

You are a skilled Branch Credit Manager responsible for managing credit operations at our Thiruvarur location. With 4 to 6 years of experience in credit management or a related field, you excel in credit analysis, loan underwriting, and regulatory compliance. Your expertise ensures a strong credit portfolio and optimal branch performance. Your responsibilities include overseeing all credit operations, conducting thorough credit analysis, and evaluating risk assessments. You maintain compliance with company policies and industry regulations, building strong client relationships to provide tailored credit solutions. Utilizing data analysis tools, you monitor credit trends and collaborate with ...

Paisa bazaar is hiring for Sales Advisor - Investment (Savings) Role !! OPENING IS ONLY FOR THOSE WHO CAN SPEAK - TELUGU/MALAYALAM/KANNADA Interested candidates share their kiranyadav@paisabazaar.com or or WhatsApp your resume to "8800013127" OR Directly come for F2F interview mention " HR KIRAN" on the top of your resume. **FOR INSTANT REPLY SHARE YOUR RESUME @8800013127 - HR KIRAN *** **Immediate joiners will be preferred** *******____________INTERVIEW DETAILS______________********* .. Show this mail on reception area and mention "HR KIRAN" on you CV while coming for the direct interview.. ADDRESS :- Plot no. 129, Sector 44, Near Huda Metro Station, Gurugram Time:- 10:00am - 2:00pm Contact...

Identify and develop product portfolio opportunities for the US & Canada Market, focusing on Derma, Respi, and Onco Therapy Areas. Market Analysis: Analyse the pharmaceutical market to identify gaps and opportunities. Prepare a comprehensive overview of market performance for Glenmark's competition across all dosage forms. Portfolio Management: Generate innovative ideas for both generic and proprietary products. Evaluate new opportunities and recommend potential additions to the portfolio. Conduct risk assessments of the existing portfolio and develop mitigation strategies. Prepare business cases for product or portfolio acquisitions in collaboration with business and Product Development tea...

Role & responsibilities : 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Knowledge about Equity & Stock Market 6) Cross selling of 3rd party products Preferred candidate profile : 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic...

We are seeking an experienced senior leader based in Pune to drive their own portfolio and oversee the portfolio of their team. The individual will be responsible for the P&L of the branch, including recruiting sales managers and individual contributors to achieve team results. A dynamic sales and marketing experience in general insurance for corporate sales is essential, and the ability to bring a team along is highly beneficial. Building and overseeing a team to drive sales and acquisitions at the Branch will be a key responsibility. The ideal candidate will demonstrate strong business knowledge and take an influential approach to business relationships, often at the senior management leve...

Kaizen Realty is looking for Portfolio Manager to join our dynamic team and embark on a rewarding career journey Portfolio Management:Develop and implement investment strategies to achieve specific financial goals and objectives Construct and manage investment portfolios, including asset allocation, security selection, and risk management Continuously monitor and adjust portfolios to optimize performance and manage risk Investment Analysis:Conduct comprehensive market research and analysis to identify investment opportunities and trends Evaluate potential investments, including stocks, bonds, mutual funds, real estate, and alternative assets Assess the risk-return profiles of investments and...