(Only 24h Left) Portfolio Manager

3 days ago


Delhi, India Unique Wealth Strategies Full time
Job Description:

As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.

Visit our Website:

Job responsibilities will include:

Key Responsibilities:

1. Client Coordination & Relationship Management:

- Serve as the primary point of contact for client inquiries and service requests.- Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.- Assist with backend research, prepare client presentation with focus approach on building value proposition

2. Lead Follow-up & Management:

- Identify and pursue new sales opportunities, following up on leads promptly and efficiently.- Collaborate with the sales team to convert leads into clients and manage their journey.

3. Account Management:

- Oversee the Book of Client Accounts, ensuring accurate record-keeping and management.- Work closely with clients to manage their portfolios and address their financial needs.

4. Wealth Management:

- Coordinate with internal stakeholders on investments, insurance, and financial planning to optimize client wealth.- Stay informed about market trends and provide proactive recommendations to clients.

5. Regulatory Knowledge:

- Demonstrate a solid understanding of US law, insurance, and taxation relevant to client needs.- Ensure compliance with all regulatory requirements and company policies while serving clients.

Qualifications:

- MBA in finance is mandatory- Proven experience in client management, insurance and wealth management.- Strong knowledge of U.S. insurance, law, and taxation.- Excellent communication, presentation, negotiation, and interpersonal skills.- Ability to work independently and as part of a team.- Skilled in using CRM software and Microsoft Office Suite.

  • Delhi, India Green Portfolio Full time

    About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

  • Product Associate

    1 month ago


    Delhi, India Abakkus Asset Manager Private Limited Full time

    Abakkus Asset Manager Private LimitedAbakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just 6 years of incorporation Abakkus...


  • Delhi, Delhi, India Abakkus Asset Manager Private Limited Full time

    About Abakkus Asset Manager Private LimitedAbakkus is an alpha-focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of incorporation,...

  • Image Editor

    4 weeks ago


    Delhi, India ONEDIGITAL - A Leading Agency for Architects, Interior Designers & Luxury Brands Full time

    Company DescriptionONEDIGITAL is UAE and India's only full-service agency for Architects, Designers, and Allied Product Brands. We offer services such as Social Media Marketing, Digital Marketing, PR, Website Development, Branding, and Portfolio Design. Our team consists of Architects, Designers, Marketing Managers, PR Professionals, and Graphic Visualizers,...


  • Delhi, India SecPod Full time

    What We Do at SecPod Security Podium (incarnated as SecPod) is a SaaS-based cybersecurity products and technology company. We believe a strong defence is better than a weak cure. Our product SanerNow Cyber hygiene Platform is used by enterprises and MSPs of all sizes around the world to secure and manage their endpoints.Preventing cyberattacks is our top...


  • Delhi, India Emeritus Full time

    Role - Revenue Management(India & APAC)Location - India, RemoteEmeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world. It does this by collaborating with more than 80 top-tier universities across the United States, Europe, Latin America,...

  • Product Manager

    4 months ago


    New Delhi, India Avana Medical Devices Pvt ltd Full time

    Job DescriptionJob Summary - Product Manager                The incumbent plans, conceptualizes and executes product marketing plans for the product portfolio to achieve the portfolio goals and budgets.The incumbent plans strategies and activities required to drive the Arthrex Sports Medicine Product Portfolio and franchise budget within the...


  • Delhi, India TechTenStein Full time

    Internship Job Description: Business Development Intern at TechTenStein (Incentive Based Pay)Position: Business Development InternLocation: RemoteDuration: 3 MonthsIncentive-Based Opportunity: Earn 10% of project profits for every successful client acquisition and delivery.TechTenStein is offering an exciting remote internship for individuals passionate...


  • Delhi, India Aditi Consulting Full time

    Hello Folks ,We are hiring for one Giant client as contract opportunityJob Tittle : Technical SourcerYears : 1-3 yrs onlyLocation : Bangalore (Hybrid)Shift : GeneralJD- Candidates should have 1-3 years of experience, including event management experience from college fests or cultural events.- The role involves organizing batch days, handling logistics, and...


  • Delhi, India Infiniti Research Ltd. Full time

    About us:Infiniti Research is a full-service market intelligence and business advisory consulting firm headquartered in London, United Kingdom. We provide high quality customized research services to large and medium size businesses worldwide. We are the research provider of choice to many leading businesses and institutions in the world. We serve more than...


  • Delhi, India Acme Generics Full time

    Job description:- Project Management experience including planning, execution, project close-out, and change management.- Coordination with R&D, Manufacturing, and Supply Chain team for new product development, scale-up, and plant fitment.- Constant interaction with Functional heads and head of Operations for resolving the open Critical issues & resources...


  • Delhi, India Digamber Finance Full time

    Digamber Capfin Ltd. is a NBFC that started in the magnificent land of Jaipur, Rajasthan in 1995 with a sole mission to empower rural Indian minds with a range of financial services is today one of the leading providers of MFI Loans in the state with over 200 branches and more than 2100 employees working every day to enable the rural population to succeed...

  • Engineering Manager

    3 days ago


    Delhi, India Karix Full time

    You’ll be Responsible for?- Lead and mentor a team of Backend & Front-end developers working with Java, Spring boot, Node.js, AngularJS, ReactJS, and JavaScript.- Oversee the design, development, and deployment of high-quality web applications.- Collaborate with cross-functional teams including product, Design & Quality Teams to deliver seamless user...


  • Delhi, India Intellect Design Arena Ltd Full time

    About Intellect Design Arena LimitedIntellect Design Arena Ltd is an enterprise-grade financial technology leader, providing composable and intelligent solutions for futuristic global financial institutions across 57 countries. Intellect’s revolutionary First Principles Thinking-based Enterprise Connected Intelligence Platform, eMACH.ai, is the most...


  • Delhi, India Kshema General Insurance Limited Full time

    About the Company - Kshema General Insurance Limited (Kshema) was established in 2018 and is India's only Digital Agri Insurance Company catering to farmers/cultivators in the Agriculture Sectors. Kshema enables cultivators with resilience from financial distress due to extreme climate events and perils through localised insurance products. Kshema is...


  • Delhi, India Future AGI Full time

    What we're looking forWe are on the lookout for a visionary UX Designer who is passionate about setting new standards in digital design. The ideal candidate will lead the charge in creating innovative, user-centered designs that not only meet but exceed user expectations and push the boundaries of what's possible in the industry. You will play a crucial role...

  • Educator at NGO

    4 days ago


    Delhi, India Initiative Sewa Foundation Full time

    ONLY APPLY IF YOU'RE IN PUNEONLY APPLY IF YOU'RE IN PUNEEducator Role at Initiative Sewa Foundation (ISF), PuneAt Initiative Sewa Foundation, we believe "work is love made visible." Our service goes beyond providing essentials for children in institutions like Balgruhs. We aim to touch lives personally, nurturing growth through meaningful conversations,...


  • Delhi, India Mantra Full time

    Company DescriptionMantra is a prominent provider of IT consulting and managed services with a diverse portfolio of innovative products tailored for small and medium-sized businesses. From ClickDesk to AgileCRM and 500apps, Mantra consistently delivers industry-leading solutions to drive business growth. The recent launches of GharPe and Finder.io showcase...

  • Database Developer

    4 days ago


    Delhi, India eAspire Technolabs Pvt. Ltd. Full time

    THIS IS CONTRACT TO HIRE ROLE.LOOKING FOR IMMEDIATE JOINERS ONLY.Job Title: Shell & Python Script Developer with Data Engineering ExperienceLocation: Noida (Contract-to-Hire)Experience: 2-3 yearsLocation: Noida, Work from office only.Key Focus Areas: PostgreSQL & LinuxResponsibilities:- Migrate existing data scripts (Pyspark, Shell, SQL) to Snowflake with a...


  • Delhi, India LTIMindtree Full time

    Greeting form LTIMindtree !We are hiring ServiceNow Developer - SPMLocation: Across LTIMindtree Pan India locationExperience: 5 to 10yrsSkills: ServiceNow SPMPFB JD- Experience in implementing Strategic Portfolio Management- Proficient in Configuring Strategic Planning Workspace- Proficient in creating and managing Portfolio Plan with EPIC's- Proficient in...