10066 Portfolio Management Jobs - Page 6

About Masters Union Masters Union (www.mastersunion.org) is a new-age business school offering industry-immersive business education where the classes are led by top industry leaders and practitioners. It is a first-of-its-kind institute where distinguished leaders from different walks of life have re-imagined business education in order to create effective business professionals for the ever-changing economy. Our leadership consists of alumni from IITs, IIMs, and Ivy League Schools like Stanford and UPenn. The institute is strategically located in the very heart of Gurugram's business district, flanked by several Fortune 500 companies, in order to provide the ultimate industry-immersive and...

Company Description Valion is India's first Private Real Estate Family Office (P.R.E.F.O), with over 10 years of experience and a presence in Gurgaon, Mumbai, and Singapore. Trusted by over 2,000 High Net-Worth Individual (HNI) and Super HNI families in India and abroad, Valion manages combined investments and assets exceeding INR 4,000 crores. The Group provides comprehensive real estate services, including Property Management under the PropCare brand, and real estate portfolio management through its myfollo portal, catering to property advisory for investors and end-users. Valion aims to deliver exceptional solutions for property owners and investors, ensuring a seamless experience. Role D...

Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awarenes...

Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC , as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awarene...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

JOB RESPONSIBILITIES- Driving the retail business in his region/area. Leading the Branch Managers, Assistant Branch Managers and the entire Branch team. Manage relationships across the set of HNI clients. Cross Sell TPP and Investment Products

Client-Facing Product & Solutions Specialist, VP Position Overview Job Title: Client-Facing Product & Solutions Specialist, VP Location: Mumbai, India Role Description Managing all the investment advisory mandates across India Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients. Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc. What we'll offer you As part of our flexible scheme, here are just some of the ...

• RM's required, with a min. of 50-100 Cr. book (AUA- Assets Under Advisement) • Communication should be good • Managing portfolios • Negotiate

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset M...

As an Insurance Sales Manager at Bank, you will be responsible for driving the insurance business through BANK affluent and High Net-Worth Individual (HNI) customer base. This individual contributor role focuses on understanding client needs, offering tailored insurance solutions, and ensuring seamless customer service, while adhering to regulatory and internal compliance standards. Key Responsibilities: Insurance Sales: Drive life and non-life insurance sales through direct interaction with HNI clients of Bank. Client Relationship Management: Build and maintain strong relationships with HNI customers to ensure long-term engagement and cross-sell opportunities. Needs Assessment: Conduct fina...

People Management Lead a team of 3–8 analysts, providing guidance, training, and performance feedback. Manage workload allocation, project timelines, and team productivity. Foster a collaborative and results-driven environment, promoting knowledge sharing and skill development. Conduct regular team meetings to track progress and remove roadblocks. Ensure adherence to SLA, quality, and compliance standards. Functional Domain Knowledge Strong understanding of bank debt instruments and loan lifecycle events. Expertise in financial data mapping, exception handling, and system integration. Familiarity with Accounting systems and agent bank reporting formats (Geneva, VPM, ClearPar, WSO, etc.) Know...

Job Description TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers compensation insurance. TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're pass...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : Microsoft Power Business Intelligence (BI) Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Job Summary The SmartSheet Specialist will be responsible for designing, developing, and managing SmartSheet solutions to improve project management, workflow automation, reporting, and collaboration across the organization. This role ensures SmartSheet adoption, governance, user support, and integration with busines...

Candidate must have an experience of mortgage, commercial real lending, financial spreading, portfolio management - Must have experience of working on financial statement - Team management experience of minimum 1 year, should have managed a team of 4 8 resources Role & responsibilities Preferred candidate profile

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Salesforce Service Cloud Good to have skills : Project Portfolio Management Tools, Life Sciences Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development process, and providing g...

About The Role About The Role for L9 Specialist - Global Real Estate – Governance and Compliance Position Title: Specialist Position Level: L9 Preferred Location: Bangalore Employment Type: Full Time Must have skills: Corporate Real Estate Knowledge, should have worked on portfolio management and portfolio management tools, policy implementation, RE Procurement process, approval processing tools, stakeholder Management, Good Communication, Proficiency in Excel and Power Point. Nice to have skills: In-depth knowledge of Real Estate transaction life cycle. About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unm...

Responsible to generate business from existing customer book, enhance relationships and acquire new clients. Generation of business through customer engagement for liabilities, assets & third-party products. Required Candidate profile To conduct your duties with good judgment and in good faith To be sensitive and responsible for what we say and do To act in a manner that earns the trust and admiration of others

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Build and maintain financial and portfolio models; perform forecasting, scenario, and sensitivity analysis. Conduct variance and performance analysis to identify key revenue and cost drivers. Prepare and automate financial reports (AUM, yield, CoR, PAT, etc.) and present insights to management. Collaborate with finance, risk, and product teams to align forecasts and support business reviews. Automate reporting processes, develop dashboards, and enhance financial systems (ERP, MIS, data warehouse). Support board and investor presentations with performance insights and projections. Requirements: Bachelors/Master’s in Finance, Accounting, or Economics. 3–5 years of experie...

Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA/CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; adh...

PURPLE FINANCE LIMITED is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent customer service: ensuring that clients are ...

Responsible for Strategizing Marketing Plans for the Tier 3 & Tier 4 markets within timeline in a manner consistent with the CREDO, company policy and goals, and in line with overall business direction. Illustrative responsibilities: Formulate and drive long & short-term strategy for the Wound Closure portfolio to achieve business plan and growth aspirations. Work closely with regional/ global product portfolio team to develop overall strategy and long-range plan Successfully plan and launch Brand (implant and instrument) extensions aligned to Long term strategy. Enable sales team through creative/relevant consumer and product marketing campaigns Conceptualize and implement surgeon campaigns...