Financial Portfolio Specialist

Job Title:Investment CounsellorJob Description:The Investment Counsellor plays a vital role in providing tailored investment and financial planning services to clients. This position involves assessing clients' financial needs, developing customized investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key...

Drive transformative change as our new Financial Portfolio Lead.Your Key ResponsibilitiesCloud Modernization Leadership: Spearhead the modernization of cloud-based financial portfolios to enhance scalability, security, and cost-efficiency.End User Deployment: Oversee the deployment of cloud-enabled tools and solutions to end users, ensuring seamless adoption...

We are seeking an experienced professional to manage wealth for high-net-worth individuals.Key Responsibilities:Acquiring and maintaining client relationshipsProviding personalized investment advice and managing financial portfoliosAnalyzing market trends to identify opportunities for new client acquisition and growthRequirements:Strong communication and...

Asset Management ProfessionalJob Overview:We are seeking a highly skilled Asset Management Professional to lead our team in overseeing the performance of existing funds, monitoring portfolio performance, and providing regular reports to stakeholders.Key Responsibilities:Portfolio Oversight: Ensure that all investment portfolios meet their strategic...

Collections Specialist JobWe are seeking a highly skilled professional to drive recoveries on overdue loans with a focus on Personal Loans (PL), Business Loans (BL), and Auto Loan portfolios.Key Responsibilities:Contact delinquent customers via calls to follow up on overdue payments, maintaining calling discipline and tracking PTPs (Promise to Pay),...

We are seeking a skilled professional to fill the position of Financial Operations Specialist. The ideal candidate will have hands-on experience in end-to-end finance operations including receivables, payables, GST, statutory compliance, monthly MIS, and financial reporting."],

Financial Growth SpecialistWe are seeking an experienced and dynamic funding professional to lead our revenue growth efforts.Key Responsibilities:Develop strategic funding initiatives to drive business expansion.Negotiate with financial institutions for debt and equity funding.Maintain strong relationships with lenders and stakeholders.Evaluate funding...

Job Title: Investment Portfolio ManagerOverviewWe are seeking an experienced Investment Portfolio Manager to lead our investment activities and make strategic investment decisions. The ideal candidate will have a strong background in finance, law, or business management and at least five years of experience in portfolio management, stock broking, or research...

Job Title: Financial Operations SpecialistAbout the JobThe successful candidate will be responsible for maintaining accurate and up-to-date financial records, ensuring timely payment of invoices to customers, and managing office supplies and utilities.The ideal candidate will have a strong background in accounting and finance, with experience in budgeting...

Head of Distribution – Investment ProductsThe ideal candidate will be responsible for building and leading a team that will deliver personalized financial services to Ultra High Net Worth Individuals (UHNWIs) while driving business growth.Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique...