Financial Portfolio Specialist

About UsPortfolio Financial Services Ltd is a leading investment bank specializing in bespoke financial solutions for corporates since 1992.

As a Portfolio Performance Specialist at Neo Wealth and Asset Management, you will play a key role in supporting our portfolio managers and analysts in achieving our clients' investment goals. Your primary responsibility will be to assist in reviewing and analyzing client portfolios, identifying areas of improvement, and implementing strategies to optimize...

Job SummaryA Loan Portfolio Specialist is responsible for managing loan applications in the Reverse Lending APAC team. Key responsibilities include creating loans, indexing received documents, setting up loan applications, conducting pre-purchase reviews, and collaborating with lenders to resolve any missing conditions. The ideal candidate should have a...

Key ResponsibilitiesThis role requires a strong analytical mindset and excellent communication skills to effectively convey complex financial information to clients. Key responsibilities include:• Conducting thorough financial analysis of various assets and investment products• Preparing comprehensive research reports on market trends and investment...

**Job Summary**We are seeking a detail-oriented and highly motivated individual to join our team at Neo Wealth and Asset Management as a Financial Portfolio Analyst. This role will provide an opportunity to work closely with our portfolio managers and analysts in reviewing high-value portfolios, ensuring accuracy in data management, conducting financial...

Company OverviewAt Neo Wealth and Asset Management, we pride ourselves on delivering exceptional wealth management services to our clients. Our dedicated team of experts works tirelessly to ensure that our clients' financial goals are met through careful portfolio management and data-driven decision making.Job SummaryWe are seeking a highly skilled and...

Raise Financial Services is seeking a highly skilled Financial Content Specialist to join our team.This role plays a crucial part in simplifying complex financial concepts for traders and investors, making finance engaging and accessible through high-quality video content.The ideal candidate will have a strong understanding of financial markets, stock...

About the Role:Tata Capital is seeking a seasoned Relationship Manager to lead our sales efforts in the mid corporate segment. As a key member of our team, you will be responsible for building and maintaining strong relationships with corporate clients and channel partners.Main Job Functions:1. Client Acquisition: Lead efforts to acquire new clients in the...

At CredAble, we are committed to delivering a comprehensive credit, trade and cash management platform for small businesses to grow their business.About the RoleWe are seeking a talented Portfolio Management Specialist to join our team. As a key member of our financial services group, you will be responsible for providing expert advice on credit, trade and...

Company: MProfitJob Title: Financial Reporting SpecialistLocation: Nariman Point, MumbaiCompany Profile:MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their Wealth. Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that...

Company: MProfit Job Title: Financial Support Specialist Location: Nariman Point, Mumbai Company Profile: MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their Wealth. Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that...

About the RoleThis is an exciting opportunity to join our team as a Financial Deal Specialist. Your primary focus will be on originating deals, managing client relationships, and conducting market research to identify potential opportunities.Main Responsibilities:Originate Deals: Source deals in the Listed Equity / Debt space by identifying potential...

About MUDRA PORTFOLIO MANAGERSMudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise.Our mission is to provide excellent customer service and deliver quality financial products tailored to our clients' needs. We strive to build strong...

Job Description:As a key member of the KnowledgeWorks Global Ltd. team, the Credit Portfolio Specialist will be responsible for managing the overall Credit and Collections function for clients. This includes staff management of offshore resources and customer master data maintenance.The successful candidate will monitor each major AR portfolio for...

Company OverviewMudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise. The company was setup by a group of seasoned financial professionals, bankers, and chartered accountants with a common vision - 'Our Clients come first.'The company...

Kotak Mahindra Bank is a leading financial services institution seeking a skilled Investment Relationship Specialist to join our Portfolio Management team. This role involves developing and managing banking relationships with select customers who require financial planning, insurance, and investment solutions.The successful candidate will ensure seamless...

Job OverviewThe Portfolio and Market Risk Specialist will play a critical role in identifying and managing various risks to which Deutsche Bank is exposed. As part of this division, Model Risk Management (MoRM) performs independent model validation and actively manages model risk at a global level in line with Deutsche Bank's risk appetite.Your Key...

Job OverviewMudra Portfolio Managers, a leading financial services distribution company, is seeking a highly skilled CUSTOMER SERVICE MANAGER to join its team in Mumbai. This role is responsible for delivering exceptional customer experiences and ensuring operational governance.About UsMudra Portfolio Managers is a registered financial services distribution...

Job Summary:We are seeking an experienced Equity Research and Portfolio Management Specialist to join our team. As a key member of the PMS Investment team, you will be responsible for managing high growth potential portfolios, conducting equity research, and generating new ideas.Main Responsibilities:Manage day-to-day investment related activities, including...

Role SummaryThe Portfolio Expansion Specialist will lead the development and execution of strategies to drive growth across various categories. Key responsibilities include creating a future pipeline of products/categories, owning channels for trial and discovery, and building avenues for growth. The role requires close collaboration with cross-functional...