47 Portfolio Planning Jobs - Page 2

Job Title: PMS Portfolio Manager Location: Mumbai / Gurgaon Type: Full-time | On-site Company Overview: We are a high-growth, client-focused wealth management firm catering to HNI and Ultra-HNI clients across India. As part of our next phase of expansion, we are setting up a SEBI-registered PMS platform and seeking a sharp, performance-driven Portfolio Manager to lead this vertical. Position Summary: The PMS Portfolio Manager will be responsible for managing discretionary equity portfolios with full autonomy, supported by a lean in-house research team. The ideal candidate will bring a clearly defined investment strategy, a verifiable track record of alpha generation, and a strong understandi...

We are looking for an ambitious person who can grow and lead a successful, efficient, and high-performing Workplace team. This role requires a strategic individual with a crazy focus on excellence and a high growth mindset, and will report into the Director, Regional Workplace (APAC). Responsibilities: Align and lead Workplace strategy with Global Enterprise Operations team, regional and functional stakeholders to deliver Workplace programs and priorities Directly manage and lead Workplace teams across our India locations (Mumbai, New Delhi and Hyderabad), providing strategic direction on all aspects of workplace services including building operations, food & beverage, front of house, shippi...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Job Overview The purpose of the role is to liaise with internal and external Stakeholders to ensure timely delivery of New Product Developments (NPDs). The roles & responsibility include (but not limited to ) scouting new product opportunities, develop and drive plans with reasonable negotiation, effective tracking and risk mitigation and achieve deadlines and milestones across stakeholders, teams and management, to ensure projects are completed successfully and as per timelines aligned Key Stakeholders: Internal Quality, R&D & Packaging, Regulatory & Quality Assurance, SCM, Sales & Marketing, Consumer Insight Key Stakeholders: External Third Party (3Ps) Vendors Reporting Structure Sr.Chief ...

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...

KEY PURPOSE: Responsible for the distribution and display of General Mills India range of products in the area assigned. Achieve retailing volume and collection targets that have been assigned for the territory through effective distributor management. KEY RESPONSIBILITIES: . Ensuring that GMI products are sold to all the relevant outlets in the assigned territory . Distribution Ensuring that all products are available in the targeted outlets in the territory. Identifying new distributors. . Visibility Ensuring that our products are visible in all the outlets that we service. . WB Management . Ensuring availability of all SKUs with the WB and that the WB stocks, claims and outstanding are ma...

Job Description We are looking for an experienced and strategic Enterprise Account/Portfolio Manager who has a knack in building deep customer relationships and driving incremental business in existing Freshworks customers by delivering value. They should have a consultative sales approach, a successful track record retaining, growing and on-boarding clients with polished presentation skills. This person must demonstrate all the behaviours associated with a high performance sales and customer success culture, specifically managing a pipeline of business opportunities and delivering results against a quota. This individual will provide the best consultative experience possible for our custome...

Job Description We are looking for an experienced and strategic Enterprise Account/Portfolio Manager who has a knack in building deep customer relationships and driving incremental business in existing Freshworks customers by delivering value. They should have a consultative sales approach, a successful track record retaining, growing and on-boarding clients with polished presentation skills. This person must demonstrate all the behaviors associated with a high performance sales and customer success culture, specifically managing a pipeline of business opportunities and delivering results against a quota. This individual will provide the best consultative experience possible for our customer...

Job Description Job Description As a Customer Success Specialist, your primary responsibility will be to engage with our clients, build strong relationships, and ensure they get the most value from our suite of products. Key Responsibilities Customer Relationship Management: Build and nurture customer relationships with a portfolio of assigned accounts, post onboarding through the entire customer lifecycle. Retention Excellence: Focus on ensuring high customer retention rates and meeting retention goals. Stakeholder Engagement: Develop and maintain trusted working relationships with key decision-makers and power users within client organizations. Client Understanding: Gain a deep understandi...

Position Overview: Chemill Pharma Ltd. is seeking a highly motivated and strategic 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 research, co...

Overview: As Program Management Lead within our Technology Solutions Group (TSG), you will support the Senior Director of Portfolio, Planning and Program Governance by providing cross-portfolio delivery insight, driving alignment across scrum teams, and enabling the consistent delivery of high-priority initiatives. You will focus on enhancing the TSG Operations, which include delivery visibility, supporting governance and portfolio planning, and facilitating coordination across multiple product and engineering teams. Primary Responsibility: Portfolio Planning and Reporting Support the Senior Director driving strategic portfolio planning by collaborating with Product and Engineering stakehold...

Program Executive: Develop and maintain the portfolio management strategy, ensuring it aligns with organizational goals and objectives. Set governance standards and establish a framework for project prioritization, selection, and management. Oversee the project portfolio planning process, balancing competing demands and evaluating potential project returns against risks. Conduct regular reviews of the portfolio to analyze performance and identify areas for improvement. Identify and analyze portfolio-level risks and opportunities, recommending actions to mitigate risks and seize new opportunities. Establish a risk management process that embeds risk awareness and mitigation in the project man...

Portfolio Planning and Strategy: Develop and manage the product portfolio roadmap for various vehicle segments, ensuring alignment with company strategy, market demand, and customer expectations. Identify gaps in the current product lineup and propose new product opportunities. Continuously monitor and adjust the portfolio based on competitive analysis, market trends, and technological advancements. Ensure that the product portfolio caters to various customer segments, from entry-level to premium, and address market gaps. Oversee the complete lifecycle of products, from concept to launch, and ensure seamless transitions through different lifecycle phases (introduction, growth, maturity, and ...

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

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 Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers training Driving business /coordinating with Sr. RCMS /National Head Client coverage / joint phone calls Portfolio construction and reviews are done periodically by self and team Training & Develo...

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...

Responsibilities: * Provide financial advice on investments * Analyze equities & manage portfolios * Develop investment plans & strategies * Collaborate with clients' goals & risk tolerance *strong knowledge of mutual funds is mandatory Annual bonus Health insurance

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 ...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...