47 Portfolio Planning Jobs

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals: The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork: The candidate needs to work with account leads and local brokers to help our clients define space requirements, market benchmarking , identify suitable alternatives, recommend appropriate occupancy sol...

Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals: The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork: The candidate needs to work with account leads and local brokers to help our clients define space requirements, market benchmarking , identify suitable alternatives, recommend appropriate occupancy sol...

Manage and provide oversight of regional JLL YB occupancy planning team. Primary regional point of contact relationship manager to Customer and GREF teams. Works in conjunction with BB stakeholders and regional Portfolio Strategy lead on execution of occupancy planning strategy and program that supports Amazons ongoing space and occupancy business needs. Key Responsibilities: Regional OP Staffing and budget management Consistent, quality regional delivery of services Customer Engagement and escalation point for regional OP Participate in regional portfolio strategy and management meetings bringing occupancy insights and opportunities Regular engagement with Area Portfolio leaders and gather ...

Manage and provide oversight of regional JLL YB occupancy planning team. Primary regional point of contact relationship manager to Customer and GREF teams. Works in conjunction with BB stakeholders and regional Portfolio Strategy lead on execution of occupancy planning strategy and program that supports Amazons ongoing space and occupancy business needs. Key Responsibilities: Regional OP Staffing and budget management Consistent, quality regional delivery of services Customer Engagement and escalation point for regional OP Participate in regional portfolio strategy and management meetings bringing occupancy insights and opportunities Regular engagement with Area Portfolio leaders and gather ...

Responsibilities: * Provide investment advice to clients * Manage client portfolios * Conduct investment analysis * Implement portfolio strategies * Ensure compliance with regulatory standards Sales incentives

Key Responsibilities Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly. Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons. Conduct timely meetings either in person or through virtual channel to provide market outlooks, investment ideas, and thematic reports for clients as procured from our research team. Communicate regularly with clients to provide updates, performance reviews, and strategic advice. Collaborate with research analyst and relationship managers to deliver holistic portfolio advisory solutions. Maintain strong relationships with c...

You are looking for a Business Development Manager/Sales Specialist with 12-15 years of experience in managing corporate clients, preferably in the credit/prepaid card/partnerships/banking domain. As a Strategic Sales position in Card Issuance and processing, your main responsibilities will include driving business growth, achieving monthly sales targets, and acquiring new mid and large Market customers through consultative selling of Expense management solutions and corporate card products. Your role will involve prospecting for new customers through existing leads, cold calling, and maximizing lead generation. You should have a consultative sales approach, where you research and understand...

HMH is a learning technology company committed to delivering connected solutions that engage learners, empower educators and improve student outcomes. As a leading provider of K12 core curriculum, supplemental and intervention solutions, and professional learning services, HMH partners with educators and school districts to uncover solutions that unlock students" potential and extend teachers" capabilities. HMH serves more than 50 million students and 4 million educators in 150 countries. HMH Technology India Pvt. Ltd. is our technology and innovation arm in India focused on developing novel products and solutions using cutting-edge technology to better serve our clients globally. HMH aims t...

Are you passionate about the finance and investment industry? We're looking for dynamic professionals to fill the following roles: Client Relationship Manager Equity Dealer Mutual Fund / Insurance Sales Representative Required Candidate profile Hiring dynamic finance professionals! Roles: Client Relationship Manager, Equity Dealer, Mutual Fund/Insurance Sales Rep. Build portfolios, execute trades & drive sales. Growth & incentives await!

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities: Candidate to acquire Ultra HNI portfolio of client . Responsible for onboarding of clients and relationship Management. Candidate to keep MIS and tracking of all asset investment of Client. Excellent client communication and relationship building is the key responsibility. Business Development: Identifying and pursuing opportunities to expand the client base and increase revenue through the sale of banking products (liabilities, assets, and fee-based products). Portfolio Management: Conducting client portfolio reviews, recommending suitable investment options, and ensuring client satisfaction. Client Servicing: Addressing client queries, resolving issues, and ensurin...

Opportunity Evaluation & Research, Business Case Development, Deal & Project Management, Portfolio Monitoring, Stakeholder Collaboration. Exposure to multi-sector analysis, with preference for candidates having experience in manufacturing business. Required Candidate profile CFA, MBA (Top-tier institutions preferred) or equivalent finance/strategy qualification. 2–4 years’ experience in investment banking, consulting, corporate strategy, private equity.

As a Product Manager at SAP, you will play a crucial role in supporting the development and execution of the product vision and strategy for the S/4HANA Finance & Risk Product Management team. Your responsibilities will include driving cross-functional projects, assisting in portfolio planning, facilitating strategic management sessions, and ensuring seamless execution throughout the product lifecycle. You will be part of a highly collaborative and caring team environment that values learning and development. Your individual contributions will be recognized, and you will have access to a variety of benefit options. If you are passionate about driving strategic initiatives in finance and eage...

We enable you to bring out your best at SAP, where our company culture thrives on collaboration and a shared passion for helping the world run better. By focusing on building the foundation for tomorrow and fostering a workplace that values differences and flexibility, we drive purpose-driven and future-focused work. Join our highly collaborative, caring team environment that prioritizes learning and development, recognizes individual contributions, and offers a variety of benefit options for your well-being. As a Product Manager in the S/4HANA Finance & Risk Product Management team, you will play a crucial role in shaping the product vision and strategy for the S/4HANA Financials portfolio....

The position requires you to advise potential clients on Business Analytics Solutions for their organization. You will need to present and explain the needs for Data Management, Analytics, and Automation, and deliver proof-of-concept for the same. Additionally, you should be capable of independently devising strategic planning, governance support, and automation implementation, including the definition, design, and deployment of a Data Driven Solution. Your role will be crucial in focusing on the Techno-Commercial and Business Impact aspects to help customers solve and transform their business challenges with Business Analytics, Robotic Process Automation (RPA), and Artificial Intelligence (...

You will be responsible for developing and managing the product portfolio roadmap for various vehicle segments in alignment with company strategy, market demand, and customer expectations. Your role will involve identifying gaps in the current product lineup, proposing new product opportunities, and continuously monitoring and adjusting the portfolio based on competitive analysis, market trends, and technological advancements. It is essential to ensure that the product portfolio caters to various customer segments and addresses market gaps, overseeing the complete lifecycle of products from concept to launch. You will analyze data from external sources such as IHS, JATO Dynamics, NCBS, or in...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Position Overview: Chemill Pharma Ltd. is seeking a highly motivated and strategic Senior Business Development & Portfolio Manager to drive our finished formulations portfolio expansion. This role involves identifying and evaluating new product opportunities, conducting market intelligence and competitive analysis, and supporting business development initiatives to strengthen our global presence. The ideal candidate will work closely with cross-functional teams to ensure strategic product selection, portfolio prioritization, and market entry success. Key Responsibilities: Portfolio & Market Intelligence: Identify, assess, and prioritize new product opportunities through in-depth market resea...

We're Hiring Investment Manager / Investment Executive Location: Jaipur (Only candidates permanently settled in Jaipur will be considered) Experience: Investment Manager: 12-15 years Investment Executive: 8-10 years Qualification: CA / MBA (Finance) / CFA We are looking for a seasoned investment professional with strong expertise in financial planning, equity research, market analysis, and portfolio management. The ideal candidate will have a deep understanding of market trends, risk mitigation strategies, and online trading platforms, with a proven ability to maximize returns while ensuring compliance and strategic growth. Key Skills & Responsibilities : Market forecasting & technical/funda...

About Us We are a leading and fast growing Indian pharmaceutical company with a strong footprint in both Domestic and International markets. While we have an established global presence (more than 65 countries) in the generic B2B and select B2C markets, we are now aggressively expanding our Branded Generics (B2C) business across key international markets. Our established BGx market presence in Nepal, Sri Lanka, Myanmar, Cambodia has been significantly enhanced with the addition of countries like Philippines and Chile, and further expansions are already underway across LATAM, Middle East, Africa Asia and Russia / CIS regions. We are looking for experienced, dynamic, self-driven, and market-sa...

Responsible for the entire product strategy, Product roadmap and portfolio planning for respective portfolios in Controlgear ( LV Switchgear). Multi stakeholder interface. Obtain insights into customers usage of current products, untapped opportunities, and buyer personas, through interviews, surveys, focus groups and sales data. Ideal candidate should have very strong product management experience Responsible for proposing Go-to-Market (GTM) to maximize sales profitability Research competitor strategy- Price, schemes, products positioning and make wining strategies accordingly Use market research data to establish product pricing, propose product positioning to maximise top line bottom line...

Detailed job description - Skill Set: Technically strong hands-on Self-driven Good client communication skills Able to work independently and good team player Flexible to work in PST hour(overlap for some hours) Past development experience for Cisco client is preferred.