Financial Portfolio Manager

Location: 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...

Overview of the Analyst PositionWe are seeking a skilled Analyst to join our Wealth Management team.The ideal candidate will have a passion for finance, strong analytical skills, and experience working with public markets, private deals, and high-value client portfolios.About the RoleConduct research across equities, debt, alternatives & private...

Wealth Management Career OpportunityWe are seeking an experienced and dynamic Wealth Manager to join our Private Wealth Management division. The Wealth Manager will focus on acquiring, managing, and advising High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), ensuring their financial portfolios are strategically managed to achieve...

Key Responsibilities:Asset Management Oversight: Supervise the management of financial assets, encompassing investments, financial reporting, and analysis of asset performance to align with organizational objectives.Portfolio Optimization: Manage and enhance the company's real estate portfolio through leasing, acquisitions, dispositions, and property...

Portfolio Growth ManagerWe are seeking a skilled professional to manage portfolios and drive growth.Main Responsibilities:Achieve revenue growth while maintaining client profitability.Foster portfolio expansion, client engagement, and quality of service delivery.Analyze customer needs and propose tailored investment options.Support clients with data-driven...

Job Description: Relationship Manager - WealthExperienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...

Portfolio Intelligence AnalystA leading investment platform is seeking an experienced portfolio intelligence analyst to join its team. As a portfolio intelligence analyst, you will play a critical role in helping the company drive transformation in the financial industry.The ideal candidate will have strong analytical skills and experience working with...

Ultra High Net Worth Individuals ManagerThis position offers an exciting opportunity to manage and grow relationships with high net worth individuals, providing personalized wealth management solutions.Key Responsibilities:Develop and execute a comprehensive sales strategy to expand business with ultra-high net worth clients.Build strong relationships with...

At 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...

About Us:We are a global leader in financial services, operating in over 40 markets worldwide. Our extensive commercial and investment banking products and services cater to businesses, governments, and individuals globally.Mission Statement:We strive to be the world's most trusted financial group through close collaboration among our operating companies and...