
Portfolio Development Specialist
8 hours ago
Job Overview:
The Portfolio Development Specialist is responsible for driving the growth of client portfolios through strategic investment advice and relationship management.
Key Responsibilities:
- Maintain NISM 8 & NISM 5A certification to stay updated on industry regulations.
- Focus on achieving a balance between revenue growth and client profitability.
- Develop and implement strategies to enhance overall portfolio performance, client activity ratio, and quality of information delivered.
- Evaluate customer needs by assessing risk appetite and propose tailored investment options.
- Support clients in making informed decisions using technology-enabled tools.
- Stay abreast of market news, financial trends, and current affairs to provide expert advice.
Qualifications:
- 2-4 years' experience in client relationship management with a proven track record of success.
- Ability to manage multiple tasks and clients effectively, prioritizing tasks to meet deadlines.
- Strong communication and interpersonal skills to build and maintain strong relationships with clients.
-
Portfolio Collection Specialist
16 hours ago
Mumbai, Maharashtra, India beBeeCollection Full time ₹ 15,00,000 - ₹ 25,00,000Portfolio Collection SpecialistJob Overview:We are seeking a highly skilled Portfolio Collection Specialist to join our team. In this role, you will be responsible for managing the collection of secured loan portfolios, including tractor loans, new car loans, and two-wheeler loans.Duties and Responsibilities:Handle the collection of secured loan portfolios,...
-
Portfolio Specialist
4 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000At a financial services firm, we are seeking an investment portfolio specialist to drive business growth.Job PurposeWe aim to deliver exceptional investment solutions and advisory services to clients. As a seasoned professional in wealth management, you will possess a deep understanding of the financial markets.Provide expert guidance and advice on...
-
Portfolio Collection Specialist
6 days ago
Mumbai, Maharashtra, India beBeeCollectionManager Full time ₹ 85,00,000 - ₹ 1,62,50,000About the Role">This position is responsible for leading a team of collection specialists to manage a portfolio of accounts, ensuring timely and efficient resolution of delinquent accounts. The ideal candidate will have experience in managing collections, analyzing data, and developing strategies to improve process efficiency.
-
Expert Portfolio Strategist
2 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time US$ 3,00,000 - US$ 50,00,000Portfolio Investment SpecialistWe are seeking an experienced portfolio investment specialist to join our network of systematic fund managers.
-
Lead Portfolio Manager
16 hours ago
Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Lead Portfolio Manager & Advisory Services Specialist - Mumbai LocationJob Description:We are seeking a highly skilled Lead Portfolio Manager and Advisory Services Specialist to join our team in Mumbai. This is a full-time on-site role that involves overseeing Portfolio Management Services.The successful candidate will be responsible for providing advisory...
-
Bonanza Portfolio
4 weeks ago
Mumbai, Maharashtra, India Bonanza Portfolio Limited Full timeLocation: Delhi, Mumbai, Kolkata, HyderabadExperience: Minimum 2 yrsJob Acquisition of Point of sales persons/ Associates- Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of different Insurers- Give Joint call support to all POSPs along with Direct Sales exposure- Accountable for Business Targets individually in sync...
-
Fresh Produce Portfolio Developer
9 hours ago
Mumbai, Maharashtra, India beBeeCategory Full time ₹ 16,00,000 - ₹ 24,00,000Job DescriptionWe are seeking an experienced Category Development Specialist to lead the growth and development of our fresh produce portfolio.The ideal candidate will have a deep understanding of the fresh produce value chain, including farm production, seasonality, and market dynamics.The role requires strong analytical skills, with the ability to track...
-
Portfolio Optimization Specialist
2 days ago
Navi Mumbai, Maharashtra, India beBeeCollection Full time ₹ 9,00,000 - ₹ 12,00,000Job Title: Portfolio Optimization SpecialistTo ensure business success, this role is responsible for developing and implementing collection strategies and Standard Operating Procedures (SOPs) that align with regulatory requirements.Main Responsibilities:The specialist will be in charge of analyzing the effectiveness of the collection process and making...
-
Product Portfolio Developer
4 days ago
Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 9,00,000 - ₹ 12,00,000Job Title: Portfolio Development ManagerAbout the Role:The successful candidate will oversee the development of product portfolios across various therapeutic areas, ensuring alignment with divisional vision and goals.Key Responsibilities:- Develop and implement strategic initiatives to drive business growth and revenue enhancement.- Collaborate with...
-
Portfolio Operations Specialist
8 hours ago
Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Job Title: Portfolio Operations SpecialistWe are seeking a detail-oriented and proactive professional to support the day-to-day operations and back-office functions for our Portfolio Management Services business.The ideal candidate will possess strong analytical skills, accuracy, and familiarity with investment operations and regulatory requirements. Key...