14142 Portfolios Jobs - Page 42

Role Description The Portfolio Manager is responsible for developing, implementing, and managing investment strategies that align with the organization’s objectives and risk appetite. This role involves overseeing a portfolio of assets, analyzing market trends, evaluating investment opportunities, and optimizing asset allocation to achieve superior risk-adjusted returns. The Portfolio Manager applies a disciplined, research-driven approach to investment decision-making and actively monitors performance to ensure alignment with strategic and financial goals. Key responsibilities include constructing and maintaining investment portfolios, conducting comprehensive financial and market analysis,...

Job Reference # 329647BR Job Type Full Time Your role Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high-risk awareness? In IB Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must: Deliver excellence Support digital transformation Put clients first. Build a high level of trust and partnership with clients We’re looking for a collateral specialist to: Work across teams and functions to get the best solution or course of action Execute the processes and controls you are responsible for in a timely, accurate and complete ma...

Role Objective: To drive business growth and client acquisition across all Kireeti service verticals by identifying opportunities, developing new relationships and ensuring client satisfaction through consultative sales and cross-functional coordination. Key Responsibilities: 1. Business Development & Client Acquisition Generate new business opportunities across DGFT, Customs, Subsidy, GST and Legal Consulting divisions. Develop and implement sales strategies to achieve quarterly and annual revenue goals. Identify potential clients (manufacturers, exporters, MSMEs, trading firms, logistics, etc.) through research, references and networking. Pitch services effectively, prepare proposals, and ...

Job Responsibilities:Plan, coordinate, and style looks for brand shoots, model portfolios, and digital campaigns. Collaborate with photographers, makeup artists, and clients to finalize concepts. Stay updated with current fashion trends and translate them into creative looks. Source clothing, accessories, and props as per the shoot requirements. Manage wardrobe fittings, styling sessions, and on-set coordination. Maintain relationships with designers, boutiques, and fashion houses for styling tie-ups. Assist in pre- and post-shoot styling tasks including garment returns and inventory management. Suggest styling ideas for client projects to enhance overall visual presentation.

Job Profile: Relationship Manager – Insurance Broking Position Summary The Relationship Manager (RM) is responsible for developing and managing relationships with corporate and retail clients to promote insurance products and services offered through the broking firm. The RM acts as the primary point of contact between clients and the insurance company, ensuring client satisfaction, policy renewals, and business growth. Key Responsibilities 1. Client Acquisition & Business Development Identify and acquire new clients (corporate & individual) for various lines of insurance (General, Health, Life, Marine, Property, Liability, etc.). Generate leads through networking, referrals, cold calls, and...

Core Responsibilities Sales and Lead Generation: Generate leads and acquire new customers, including opening Current and Savings Accounts (CASA). Achieve business targets for various financial products, including selling and cross-selling loans, insurance, and other third-party products. Conduct direct sales and field work to promote products and services. Customer and Relationship Management: Build and maintain strong relationships with customers, partners, and channel executives. Service existing customer portfolios, including handling renewals and service requests. Compliance and Administration: Ensure adherence to all banking norms, regulations, and KYC procedures. Complete required trai...

Key Responsibilities Client Onboarding & KYC Manage the complete onboarding lifecycle ensuring timely and accurate document collection, verification, and adherence to KYC and regulatory standards. Transaction Processing Execute and monitor Mutual Fund transactions including purchases, redemptions, switches, and SIP setup/modifications with high accuracy and timeliness. Non-Financial Transactions (NFT) Processing Process changes such as bank updates, nominee additions, address modifications, FATCA and other compliance-related updates for mutual fund clients. Record Management Maintain accurate and updated records of client portfolios and mutual fund transactions. Coordination & Client Support...

Job Title: Customer Relationship & Experience Manager 🏢 Department: Customer Service / Relationship Management 📍 Location: Esplanade, Kolkata 👤 Reports To: Head – Customer Success / Customer Experience / Branch Manager 🎯 Role Objective: To strengthen customer relationships 🤝 and drive long-term engagement, renewals, and business growth for Kotak Life Insurance. The role requires regular client interactions, personalized communication, and a relationship-driven sales approach — ensuring every policyholder feels valued and supported throughout their financial journey. Additionally, the role contributes to recruiting and developing new clients/advisors to expand the Kotak Life customer base. 🚀 ...

Ameriprise Financial Inc. has a history of 130 years towards providing client based financial solutions to help clients plan and achieve their financial objectives. It is a US based leading financial planning company having its headquarters in Minneapolis with a global footprint through its subsidiaries in South East Asia, Middle East, and Europe. The firm’s focus areas include Wealth Management and Advice, Asset Management and Advice, Retirement Planning and Insurance Protection. Job Description Using data from a variety of sources, analyze complex business issues, incorporating company and industry knowledge, technological expertise, and sound analytical processes. Uses statistical analysi...

Location: Amritsar | 🕒 Full-time About Green Hedge Capital At Green Hedge Capital , we believe that true wealth is built on trust, discipline, and personalized guidance . As a holistic financial firm, we offer a complete range of wealth management services — from investments and stock broking to insurance and portfolio management — all under one roof. Our goal is simple: to help individuals and families achieve their financial aspirations with clarity and confidence. Role: Relationship Manager – Mutual Funds & Investments We’re looking for a Relationship Manager who can connect with clients, understand their goals, and provide strategic investment solutions across mutual funds and other asse...

Relationship Manager Location: Bangalore Reports to: Wealth Manager Experience: 1–3 years in financial services, investment advisory, or client-facing roles Qualification: MBA (or) M Com (or) any Post Graduate in Finance About Scripbox Wealth Managers At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients and managing over Rs 20,000 Crs of Assets under Advice. Not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships and helping them achieve their financial well being. As we scale our reach across India, we’re looking for dynamic relationship managers with expertise, empathy & integrity to h...

Job Title Regional Sales Manager - S&RC, North Job Description Regional Manager, Sleep & Respiratory Care- North About The Role Philips S&RC, India team is looking for a senior member of the commercial sales team to fuel our growth story. The incumbent will be responsible for delivering the Annual Operating Plan (AOP) for the business and leading the sales team across North India & Nepal. Together with the S&RC leadership team incumbent will be actively involved in implementing the strategic business priorities, go to market strategy & accelerate omnichannel performance. This is a key position in the sales leadership team, leading and directly influencing our vision and top-line performance....

Marketing & Creative Associate — Build India's Most Trusted Travel Brand About CabsWale We're not just building a cab app. We're building a movement empowering India's drivers, redefining trust in intercity travel, and crafting a brand that feels human. CabsWale is where technology meets storytelling where drivers become heroes, journeys become stories, and our content connects with millions. We're looking for creators, marketers, and designers who can turn purpose into emotion and make people stop scrolling. What You'll Do Own CabsWale's social media presence from daily content to viral storytelling. Create visual + video content (posts, Reels, carousels, campaigns) that bring our mission a...

Role & Responsibilities Standardization And Governance Establishing and maintaining project management standards, processes, and methodologies. Ensuring consistent application of project management policies and procedures. Implementing and managing project governance processes. Resource Management Facilitating the sharing of resources, tools, and methodologies across projects. Planning and allocating resources effectively. Managing resource capacity and forecasting future needs. Communication And Reporting Ensuring effective communication and information flow among project teams and stakeholders. Monitoring project progress and reporting on performance. Communicating strategic work progress,...

Company Description SitusAMC is a leading independent provider of solutions across the commercial and residential real estate finance lifecycle, helping businesses achieve greater efficiency and adaptability. By partnering with top lenders and investors, SitusAMC offers services such as strategic outsourcing, advisory, talent, and technology solutions. The company is committed to supporting the origination, transaction, management, and valuation of real estate portfolios. With its innovative approach, SitusAMC has become a trusted name in the industry for delivering exceptional results. Role Description  Review and verify loan applications and support documentation.  Analyse loan risk and ...

Who is ERM? ERM is a leading global sustainability consulting firm, committed for nearly 50 years to helping organizations navigate complex environmental, social, and governance (ESG) challenges. We bring together a diverse and inclusive community of experts across regions and disciplines, providing a truly multicultural environment that fosters collaboration, professional growth, and meaningful global exposure. As a people-first organization, ERM values well-being, career development, and the power of collective expertise to drive sustainable impact for our clients—and the planet. Introducing our new Global Delivery Centre (GDC) Our Global Delivery Centre (GDC) in India is a unified platfor...

Company Overview Expertia AI, headquartered in Bangalore, is a leading HR services company specializing in one-click candidate sourcing, screening, and career page creation. Leveraging proprietary deep learning algorithms, Expertia AI enhances recruitment processes for organizations. Learn more at https://www.expertia.ai. Company Culture At Expertia AI, we foster an inclusive, innovative, and collaborative workplace where team members are empowered to share ideas and drive meaningful change. We value continuous learning, diversity, and open communication, creating a supportive environment that encourages personal and professional growth. Our culture is built on integrity, respect, and a shar...

Requisition Id: 1657229 As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that it’s your career and ‘It’s yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. The opportunity : Associate-GOV-SaT-SaT - TCF - Infrastructure Advisory - C...

Business Function Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels. Job Title: Asset Management Lead, South (CRESA), DBIL Business Function: Corporate Real Estate Strategy & Administration (CRESA) Position Summary The Asset Management Lead, South, is a strategic and technically proficient role within DBS Bank's Corporate Real Estate Strategy & Administratio...

About Us MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world’s leading financial groups. Headquartered in Tokyo and with over 360 years of history, the Group has about 120,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to be the world’s most trusted financial group through close co...

Job Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-time About Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships. Key Responsibilities Manage client portfolios with a strong understanding of the security market, investment banking, ins...

About Us MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world’s leading financial groups. Headquartered in Tokyo and with over 360 years of history, the Group has about 120,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to be the world’s most trusted financial group through close co...

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. GDS CR Supervising Associate At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY Ripples is our global corporate responsibility program that mobilizes EY people,...

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. GDS CR Supervising Associate At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY Ripples is our global corporate responsibility program that mobilizes EY people,...

8-10 years of experience in Risk management processes, Credit or Fraud strategy Familiarity with analytical tools such as coding in SAS/Python/R or data visualization techniques such as Tableau/Power BI Strong preference towards candidates with experience in Building end-to-end risk models for unsecured portfolios like credit cards, installment loans etc. Alternatively, with experience in exploring Credit Bureau variables and feature engineering. Superior analytical and problem solving skills People Manager Willingness to take initiative Strong program management skills and ability to think abstractly deal with ambiguous/use defined problems Proficient in executive level communications – cre...