7223 Portfolio Management Jobs - Page 5

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Sr. PCG Advisor Experience: 3 - 12 Years Job Description: Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory c...

As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration. Key Responsibilities: Act as the primary relationship manager for a portfolio of high-net-worth clients. Deliver holistic wealth management solutions, including investment strategy, tax optimization, estate planning, and risk management. Lead client onboarding,...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Opening with a leading Financial Services company for their office in Mumbai location Role: Sr. PCG Advisor Experience: 3 - 12 Years Job Description: Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Requ...

Key Responsibilities: Acquire new customers for current accounts, saving accounts. Conduct field sales activities to promote banking products and services. Identify cross-selling opportunities for insurance products through partnerships with third-party companies. Develop strong relationships with existing clients to increase customer retention rates. Meet or exceed monthly targets set by the organization. How to Apply: Send your updated resume to: recruiter4.spbcgroup@gmail.com

As a Client Services Technical Consultant Senior at EY, you will have the opportunity to contribute to the global scale and inclusive culture of the company. Your unique voice and perspective are valued to help EY become even better. Join us to build an exceptional experience for yourself and contribute to creating a better working world for all. Role Overview: - Responsible for order management, portfolio management, system performance & reporting, IT & Availability topics, reporting & interfacing, batch & job. Key Responsibilities: - Experience within the Asset Management industry or within FinTech supporting Asset Managers. - Good understanding of general IT processes and best practices. ...

As a Relationship Manager at Chola Securities, you will play a vital role in managing client relationships and providing tailored investment solutions. Your responsibilities will include: - Offering financial advice - Reviewing client portfolios - Delivering timely market updates - Meeting sales targets - Acquiring new clients - Ensuring high customer satisfaction through exceptional service quality To excel in this role, you should possess: - Strong communication and interpersonal skills - Expertise in financial and market analysis - Previous experience in portfolio management, investment advisory, sales, and customer service - Ability to work effectively under pressure, achieve targets, an...

As a Partner-First Private at IDFC FIRST Bank, your role is vital in managing and expanding the private banking business in Chandigarh. You will collaborate with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. Your responsibilities include acquiring new clients, nurturing existing relationships, and contributing to the growth of the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Key Responsibilities: - Develop and execute a strategic plan to attract new private banking clients. - Foster strong connections with current clients to enhance their financial portfolio. - Conduct regula...

As a Portfolio Management Actuary at Swiss Re, reporting directly to the Head of Portfolio Management, you will play a crucial role in shaping the portfolio management strategy and ensuring its successful execution. Your responsibilities will include: - Contributing to the implementation of the portfolio and cycle management framework. - Supporting the development of a clear process and framework for portfolio management decision-making and performance management. - Engaging in change management activities across product, market unit, and other functions to embed processes and decisions into day-to-day operations. - Supporting the Smart Circle process on a quarter-to-quarter basis to drive t...

You will be responsible for the following tasks: - Preparing product level Risk Deck, analyzing key risk metrics, early bucket bounces, and flow rates to provide actionable insights to the credit and business team - Conducting portfolio reviews, delinquency reports, and EWS reports to develop intervention and resolution strategies for improving asset quality - Providing feedback and recommending amendments to credit policy based on risk analysis - Performing Credit Through The Door analysis and guiding the business team on variance correction - Analyzing key data elements, interpreting cross-period movements, and understanding the macro mechanics of the system - Conducting hind-sighting revi...

You will be joining the Mid Corporates team as a Senior Relationship Manager, where you will be responsible for managing a portfolio of clients with turnovers ranging from 500 Cr to 1500 Cr. Your main duties will include client acquisition, portfolio management, credit note preparation, sanction process coordination, portfolio hygiene maintenance, and cross-selling financial products. - **Client Acquisition (NTB):** Source new-to-bank (NTB) clients in the medium enterprise segment with turnovers between 500 Cr to 1500 Cr. Utilize market intelligence, references, and industry networking to identify opportunities. - **Portfolio Management:** Deepen relationships with the existing client portfo...

Role Overview: As a Sales Manager at TASC, your main role will be to acquire, manage, and expand the portfolio of TASC clients by providing customized banking solutions, ensuring excellent service standards, compliance, and fostering deeper relationships with various TASC entities such as Trusts, Associations, Societies, Clubs, Section 8 companies, Autonomous Bodies, and related entities like Education, Religious, Healthcare Institutes, etc. across the mapped branches. Key Responsibilities: - Drive business acquisition through self-acquisition methods and by collaborating with mapped branches and sales teams. - Collaborate with mapped Branches and Sales Teams to enhance TASC business within ...

You are being hired for a Team Lead Research and Development (Research Scientist) position at a US Chemical manufacturing company located in Bangalore Electronic City. **Role Overview:** As a Team Lead in Research and Development, your main responsibilities will include leading and mentoring early career technology professionals in the field of product development in Beauty and Personal Care. You will be required to have a strong technical background with 13+ years of Research & Development experience, preferably holding an MS or PhD Degree in Surface Science in Material Science. Multi-National Leadership experience as a manager or project leader is preferred. Your role will involve overseei...

Role Overview: As the Head of PMO, you will be responsible for leading and overseeing the Project Management Office to ensure the successful execution of strategic projects and enhance project governance within the organization. Your role will be crucial in promoting operational excellence and aligning project activities with business priorities. Key Responsibilities: - Develop and execute the PMO strategy to align with organizational objectives and business priorities. - Establish project management methodologies, governance frameworks, standards, and best practices across all projects. - Supervise the project portfolio to ensure alignment with strategic goals, optimal resource allocation, ...

As an Associate Managing Consultant in the Program Management team within Advisors Client Services, you will play a crucial role in contributing towards the development of strategies and programs for our clients. Your primary focus will involve working with technology and analyzing large & complex data related to Banking & Credit cards, as well as other Banking products. You will collaborate closely with the Client team and data to support analytics pertaining to New Customer Acquisition, Existing Customer Management (ECM), and PnL Strategy. Additionally, you will be involved in areas such as Customer Segmentation, Portfolio Management and Optimization, Product PnL Analysis, Modelling & Fore...

Role Overview: As an Investor at our company, you will be responsible for evaluating investment opportunities, conducting financial analysis, and managing investment portfolios. Your role will also involve market research, risk assessment, and developing investment strategies. Building and nurturing relationships with stakeholders and partners will be a significant aspect of your responsibilities. Key Responsibilities: - Evaluate investment opportunities - Conduct thorough financial analysis - Manage investment portfolios effectively - Conduct market research - Assess risks - Formulate investment strategies - Cultivate and nurture relationships with stakeholders and partners Qualifications R...

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. - Building and nurturing strong relationships with high net worth clients - Understanding clients" financial goals and offering personalized solutions - Serving as a primary point of contact for clients, addressing inquiries promptly - Collaborating with the Sales team to identify new business opportu...

As a SAP TRM Functional consultant at EY, you will have the opportunity to work on various SAP Implementation projects for clients globally as part of the IT Advisory Services team. Your role will involve collaborating with team members in different project phases, interacting with onsite coordinators, completing assigned tasks on time, and providing regular status reports to the manager/lead. Key Responsibilities: - Work as a team member in different phases of ongoing SAP Implementation Projects - Interact and communicate effectively with onsite coordinators - Complete assigned tasks on time and provide regular status reports to the manager/lead Qualifications Required: - CA/ICWA (ICMA)/MBA...

Role Overview: As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will lead quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Your expertise in manager research vertical will be pivotal in the investment decision-making and manager-selection processes. Your responsibilities will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Key Responsibilities: - Lead quantitative and qualitative data requests from traditional and alternative asset managers - Conduct fund manager due diligence - Maintain...

Role Overview: As a Relationship Manager at DBS Consumer Banking Group, your primary responsibility will be to drive exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value of INR 30 lakhs or more. You will need to adopt a need-based approach to ensure client coverage, product penetration, cross-selling, and up-selling of DBS products and services. Your role will also involve implementing product strategies effectively, building client trust and loyalty, delivering exemplary customer service, and ensuring internal and regulatory compliance. Key Responsibilities: - Acquiring and upgrading quality Treasures clients - Deepe...

Role Overview: As an Underwriter for mortgage business in your assigned branch/location, you will be responsible for managing the portfolio and underwriting a broad range of complex loan applications. Your core responsibilities will include assessing creditworthiness through personal discussions with customers, evaluating income to obligation ratios, maintaining portfolio MIS, and ensuring compliance with policies and procedures to meet SLAs. Key Responsibilities: - Review and assess a broad range of complex loan applications - Conduct personal discussions with customers to evaluate creditworthiness - Assess income to obligation ratios for loan applicants - Maintain portfolio MIS to track pe...

Role Overview: You will be responsible for achieving the collections target in the assigned area while ensuring that SOPs and legal norms are followed as per process and organizational policy. Your core responsibilities will include managing the assigned portfolio to achieve expected resolution, updating trail/feedback in the system and reporting to respective stakeholders, resolving NPA reversals and Write off recoveries through personal visits, and initiating and executing legal tools such as Warrants execution under Section -138/ Section -25 and timely execution of Sarfaesi. Additionally, you will be required to coordinate with the Legal team/Lawyers for timely filing of Sec 14 and obtain...

As a Cluster Head / Regional Head - Private Wealth at our client, one of the leading NBFCs, your role will involve managing and expanding the portfolio of private wealth clients. You will be responsible for overseeing a team of wealth managers and ensuring high-quality service delivery. Your duties will include developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. Additionally, you will be accountable for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events. Key Responsibilities: - Experience in private wealth management, portfolio manage...

As a Used Car Loans Sales Executive at our company located in Kishangarh, Rajasthan, IN, you will have the responsibility of sourcing Used Car Loans and meeting sales targets in the Sales-Vehicle department. Your key tasks will include: - Developing channels and establishing tie-ups with Used Car Dealers and re-sellers - Resolving Pre-Disbursement Document (PDD) issues - Managing the collection of Used Car Loans - Focusing on Team Building and Channel Development - Achieving the Business Plan targets - Managing the loan portfolio in coordination with Ops & Collection teams - Verifying assets in the cases under processing Your role will also involve managing the vehicle loan business in the a...