14 Portfolio Manager Jobs

Managing client portfolios by making sound equity investment decisions Develop equity investment strategies for PMS clients Conduct financial analysis Generate regular portfolio performance Required Candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/MBA preferred SEBI registered Portfolio Manager or eligible to register preferred

HDFC Bank is hiring for Virtual RM/ Imperia RM role in Pune. We are having interview drive in PUNE for Friday, Saturday - 18th & 19th July. Candidate's with experience in RM role or sales role can apply. Banking sales experience is preferred. Timing - 11am to 4pm Location - HDFC Bank, 6th floor, Golden East, Survey No. 2/5, Shivarkar Estate, Above Zudio, Wanowrie, Pune, Maharashtra 411040. Contact Person - Jatin Bhasin Pls Note : this is not a field Sales role. Kindly carry a physical copy of the resume and mention Shruti Nirbhavane. Job Responsibilities: Customer Engagement Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profiling of customers in order to aid right cross-servicing of Bank products Accurate logging and resolution of complaints. Attrition control of customers. Regular interactions with the customers and pro-actively assessing customer needs. Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. Ensure portfolio quality of relationship while racing considering eligibility. Monitor large amount movements and account closure from the deposit accounts. Ensure retention of customers Achievement of portfolio parameters Meet the defined objectives of the Portfolio managed by the respective VRM Sales Right cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & grouping of all related IDs of the Primary ID. Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. Ensure Staff are trained on product knowledge and requisite certifications. Income to be generated at a customer level. Interaction Quality Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions & requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.

Role & responsibilities Job Description - Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities : Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets Managerial & Leadership Responsibilities (if applicable) Attract and retain best-in-class talent for key roles in their reporting structure Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements Enable teams to drive growth targets by providing necessary support ” Key Success Metrics CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets Involved in increasing customer engagement through cross – selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers If you are confirm, Please share the above details to process your candidature

Realty Assistant is looking for Portfolio Manager to join our dynamic team and embark on a rewarding career journey The Portfolio Manager is responsible for managing investment portfolios to achieve financial goals and objectives This role involves conducting market research, developing investment strategies, selecting appropriate investments, and monitoring portfolio performance The Portfolio Manager will work closely with clients, stakeholders, and investment professionals to ensure the portfolio aligns with investment objectives and risk tolerance Key Responsibilities: 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 make recommendations accordingly Client Relationship Management: Communicate with clients to understand their financial goals, risk tolerance, and investment preferences Provide personalized investment advice and recommendations based on client needs Build and maintain strong client relationships, ensuring satisfaction and trust Performance Monitoring: Monitor the performance of investment portfolios and benchmark against relevant indices Prepare regular performance reports and communicate results to clients and stakeholders Implement strategies to address underperformance and optimize returns Compliance and Regulation: Ensure compliance with relevant financial regulations, laws, and industry standards Stay updated on industry developments and regulatory changes affecting portfolio management Asset Allocation and Diversification: Determine asset allocation strategies based on clients' risk profiles and investment goals Implement diversification strategies to spread risk across different asset classes and sectors Financial Planning: Collaborate with financial planners and advisors to integrate investment strategies into overall financial plans Assist clients in achieving long-term financial objectives through effective portfolio management Research and Due Diligence: Conduct due diligence on investment products, managers, and strategies Stay informed about emerging investment trends and opportunities

Be involved in projects related to AIF & other product launches Liaise with SEZ, IFSCA & other stakeholders Assess changing regulations Work with the Compliance Officer Required Candidate profile CA/CS/or MBA with 8-15 years of work experience as an investment professional Min 5 yrs of exp.in the securities market /financial products in a portfolio manager, broker dealer, fund management

Role & responsibilities Implement and monitor the investment strategy of the fund based on fundamental analysis. Manage a team of equity analysts and perform research on the investments in mainly large cap stocks. Meeting the management of the companies/industry experts for understanding of the businesses Good networking within industry Assisting audit and compliance related to Investment department This position is related to Indian markets and the candidate should have about 15 years of relevant experience (at least 10yrs of buy side experience) of Indian markets only.

External job description Amazon strives to be Earth's most customer-centric company. Amazon's evolution from Web site to e-commerce partner to development platform is driven by the spirit of innovation that is part of the company's DNA. The world's brightest minds come to Amazon to research and develop technology that improves the lives of shoppers, developers, publishers and sellers around the world. Amazons vision is to offer the earth’s largest selection and lowest prices to our customers. Amazon seeks a Payroll Portfolio Manager to join our expanding Finance Operations (FinOps) Payroll Transformation (PT) team. FinOps is looking for a driven Portfolio Manager to drive the prioritization, assessment, customer and partner engagements to manage Payroll Transformations portfolio. The role will work closely with internal stakeholders to ensure that requests are triaged through a single intake and portfolio management process, keeping the process as customer focused and simple as possible whilst providing critical data points to enable prioritisation, resource planning and capacity management, and reporting. This is an exciting opportunity to join an area which touches every aspect of Amazon’s wide range of businesses and is an enabler in ensuring Amazon continue to be the world’s most customer centric organisation. Key job responsibilities Responsibilities include but are not limited to: • Develop an in-depth understanding of Amazon’s payroll products, business models, payroll architecture and global operations supporting the end-to-end Payroll function and supporting processes. • Accountable for defining, reporting, and orchestrating decision-making to deliver Payroll portfolio and priorities at global level. • Drives the prioritization of projects that best contribute to accomplishing shared leadership goals with Payroll Operations and partner teams based on risks, business goals, benefits/returns, dependencies with other projects and programs, resource and skill availability. • Develops and executes qualitative and quantitative techniques such as ranking models and scoring methods to make project prioritization decisions. • Works with internal partners in performing impact assessment, identifying project dependencies and obtaining confirmation that all technology and resource dependencies are committed to aid in prioritization. • Evaluates demands and articulates with senior leaders the impacts and requirements to meet the demands. • Works with internal Payroll functions, Payroll Operations, and other partners to deliver opportunities and manage dependencies with other portfolios, programs and projects. • Builds and manages governance model for all programs and projects of the portfolio. Review benefits/ROI performance, schedule performance, quality performance, and risk/issues status and recommend strategic approach/solutions. • Create and manage contingency plan using historical data, skills available and gaps, resource capacity, and lead the organization on the right path. • Build trust by owning stakeholder and management reporting and communications structure. Build and support critical relationships with internal and external customers and business partners. • Be the single point of contact for Payroll functional teams, their stakeholders and partners. • Partner with global payroll operations, partnering teams, and business line owners to bring pay impacting issues on a central platform, understand these concerns and facilitate partnership between POCs to address and resolve these problems. • Deliver programs/projects and implement a comprehensive change management strategy to integrate changes between upstream processes and payroll operations. • Continuously review projects to ensure they are aligned with the business objectives and benefits/returns are not negatively impacted using cost-benefit-risk analysis. • Create and report metrics on forecast, project completions, reschedules, benefit realization and returns. • Coordinate with other Portfolio and Program managers in the prioritization, portfolio planning, tollgate reviews, and have visibility on the end-to-end project lifecycle. Serve as Payroll portfolio and business partner interface with Payroll Operations and other partner teams. • Develop, execute, and drive continuous improvement of Payroll’s prioritization, portfolio/program governance management mechanisms. Basic qualifications 4+ years of finance or a related analytical field experience Preferred qualifications 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience MBA, or CPA Knowledge of Tableau Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)

Role & responsibilities Good experience in the investment management industry with an undergraduate degree from an accredited college or university Education and/or work experience relating to investment research/portfolio management, portfolio attribution Portfolio performance attribution and risk management/measurement skills/experience including FactSet, Bloomberg and Morningstar Direct or similar is required Interaction with Investments/Portfolio Managers is paramount where they can position our funds/performance well Strong analytical and quantitative skills including ability to generate spreadsheets and related reports for data analysis and interpretation Excellent communication and prioritization skills as well as high attention to detail to manage multiple initiatives and key projects in a time sensitive environment CFA, CIMA, CIPM or FRM required

Source new clients in/ Large corporate segment, analyze financial data of the prospective clients (hence balance sheet analysis, ratio analysis, CMA preparation etc) and then put up the proposal to the sanctioning authority would be tested. Adding good quality new customers to the company to grow Sourcing deals in debt financing of Startups and Corporates Meeting business targets both by volume and revenue and customer number Handling end-to-end activities from acquisition to analysis to presentation of new business cases, get them approved from Credit/risk/compliance and seamless drawdown Owning the end to end customer relationship from sourcing till renewal, maintaining the portfolio of more than 30 Cr at any point of time Maintaining relationship with existing customers and newly acquired customers to ensure painless transaction processing Inter-department coordination to ensure your customer gets best services at all times Negotiating best deal for the company keeping in mind customer interest as well Handling a portfolio of corporates with flagship company turnover of upto INR 100 Cr Role comprises of building existing relationships/acquiring new businesses by effective client engagement & selling of financial products like term loan, working capital loan etc. Involved in relationship development, preparing credit approval memorandum, documentation, post disbursal monitoring and coordinating with multiple internal teams (product, mid-office, back-office/ branch personnel) to ensure high service levels within timelines to corporate customers. Build and maintain strong relationships with corporate clients and Channel Partners. Understand clients' financial goals, challenges, and opportunities.

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .

Manage investment portfolios for clients, ensuring alignment with their financial goals Conduct market research to inform investment decisions Monitor portfolio performance and adjust strategies as needed Maintain compliance with regulatory standards

We are seeking a results-driven Portfolio Manager to lead multi-asset investment strategies including equities, forex, ETFs, bonds, and alternative instruments. This role demands expertise in market dynamics, risk management, and delivering consistent value to HNI and institutional clients. Location- Mohali Your Future Employer: A rapidly growing fintech and investment firm, transforming global financial markets through innovation. Responsibilities: 1. Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. 2. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. 3. Implementing comprehensive risk management frameworks including hedging, compliance, and stress testing. 4. Interfacing with clients to present strategies, insights, and performance reviews tailored to their financial goals. 5. Collaborating with cross-functional teams and mentoring analysts while contributing to the firms investment thought leadership. Requirements: 1. 7+ years of relevant experience in portfolio management 2. Deep knowledge of Indian markets, forex trading, ETFs, and bonds 3. Proficiency in Bloomberg, Reuters, TradingView, MetaTrader, or similar platforms 4. Strong grasp of SEBI, RBI, and FEMA regulations 5. CFA, FRM, or NISM Portfolio Management Certification is a plus Whats in it for you? Be part of an agile, global-thinking team at the forefront of fintech innovation, managing high-impact portfolios and shaping the future of investment. Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at vanika.arora@crescendogroup.in for a confidential discussion on role.

Location:Vidyavihar Develop investment policies, build and manage portfolios, trade securities, assess client risk, maintain relationships, ensure regulatory compliance, monitor performance, prospect new clients, and track market and economic trends

experienced portfolio manager to create and manage investment portfolios for clients. will include crafting investment packages, managing client expectations, and transactions, will have experience in the financial servicesor investment sectors,