Trust Portfolio Manager

Portfolio Manager for High-Net-Worth ClientsDirectly oversee a portfolio of affluent clients, providing end-to-end wealth management solutions.Key Responsibilities:Acquire and grow relationships with high-net-worth clients, family offices, and senior professionals.Act as a trusted advisor to clients, understanding their financial objectives, risk tolerance,...

Financial Portfolio ManagerJob Summary:A Financial Portfolio Manager is responsible for overseeing and managing financial portfolios, executing trades on the stock market, and monitoring market trends to provide strategic investment recommendations.Key Responsibilities:Oversee and manage financial portfolios by making informed investment decisions based on...

Effective Portfolio Management Expertise">Job DescriptionThe role involves strategic management of existing assets, ensuring seamless day-to-day workflows. Key responsibilities include portfolio onboarding, asset performance analysis, risk monitoring, and collaboration with internal teams.Additionally, the successful candidate will work closely with external...

Job Role SummaryThe position of Insurance Portfolio Manager is available for a highly skilled professional. The individual will be responsible for managing customer relationships, identifying opportunities to increase portfolio growth, and ensuring the renewal of insurance policies.This role requires strong communication skills and the ability to build trust...

Job RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working...

Project Management LeadThis role oversees the IT project management framework at a leading financial institution.The successful candidate will be responsible for managing the IT project portfolio, enforcing project management standards, and ensuring successful execution of all IT projects.In addition to owning the project management program and driving...

Job OverviewWe are seeking an experienced Trust Manager to oversee the administrative, legal, and compliance functions of our charitable trust. This role requires strong organizational skills, a background in trust/charity management, and the ability to coordinate effectively with regulatory bodies.Key ResponsibilitiesDrafting notices, agendas, and meeting...

Job Category KMBLDegree Level Bachelor s Degree Portfolio Relationship ManagerDepartment WCG - Portfolio Location Delhi Reporting Relationship Will report to TBM ABM RBM Position Grade M2 M3 M4Job Role To understand clients business provide appropriate working capital solutions across Fund non-Fund based products like Cash Credit Demand Loan Buyers...

Job DescriptionThis position involves managing a portfolio of customers, enhancing their relationships by cross-selling products and services.The ideal candidate will be responsible for acquiring new customers, deepening existing relationships, and ensuring customer satisfaction.Key ResponsibilitiesManage Classic portfolio by acquiring new customers and...

Job Title: Area Business ManagerWe are seeking a seasoned professional to manage and grow existing customer portfolios in the agri space.Manage a team of Portfolio Managers to grow existing customer portfolios in Agri SME space.Acceptable knowledge of respective geography and ability to quickly recruit quality team members.Key Responsibilities:Build a strong...