Financial Portfolio Manager

Company OverviewMudra Portfolio Managers offers comprehensive financial solutions and transaction expertise. We provide services like portfolio advisory, wealth management, loans, debt syndication, real estate and strategic business consultancy. Job Summary We are seeking a Customer Service Manager to handle individual retail & HNI customers. The ideal...

**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...

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...

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...

At People Konnect, we are seeking a highly skilled Financial Portfolio Specialist to join our team.About the RoleThis is an exciting opportunity for a dynamic individual to take on a key role in our organization. As a Financial Portfolio Specialist, you will be responsible for managing high net worth individuals' portfolios and acquiring new...

About Our TeamMudra Portfolio Managers is a team of seasoned financial professionals, bankers and chartered accountants working together to deliver exceptional customer experiences. Job Description We are seeking a Customer Service Manager to join our team and handle individual retail & HNI customers. The ideal candidate will have excellent communication...

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...

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...

Experience Required: 2 yearsPreferred Sector: Banking / Financial Services/ Insurance / Mutual Funds.About Company: Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...

Experience Required: 2 years Preferred Sector: Banking / Financial Services/ Insurance / Mutual Funds. About Company: Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...

Job DescriptionExperience Required: 2 yearsPreferred Sector: Banking / Financial Services/ Insurance / Mutual Funds.About Company: Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth...

Experience Required: 2 years Preferred Sector: Banking / Financial Services/ Insurance / Mutual Funds.  About Company: Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management,...

Experience Required: 2 yearsPreferred Sector:Banking / Financial Services/ Insurance / Mutual Funds.About Company:Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...

Job OverviewWealth Manager at Emkay Global Financial Services Ltd is responsible for providing high-quality investment research and portfolio management services to clients. The role involves analyzing financial markets, identifying investment opportunities, and creating personalized investment plans tailored to clients' specific needs.

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

About UsMUFG Bank, Ltd. is Japan's premier bank with a global network spanning over 40 markets. The bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide.As a leading financial group, Mitsubishi UFJ Financial Group, Inc. (MUFG) has about 120,000 employees offering...

Your Key Responsibilities:Review client portfolios and provide expert suggestions on alignment with market trendsInteract and convert high-intent inbound clients into investing in our portfolio productsEvaluate customer requirements and asset distribution, actively initiating communication to confirm comprehension of financial needs and future wealth...

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...

At Anand Rathi Share And Stock Brokers Ltd, we seek a talented Portfolio Manager to join our team. This role is responsible for acquiring and managing High Net Worth relationships by delivering exceptional standards of services.Key Responsibilities:Acquiring Preferred clients (Affluent & Super Affluent) through strong networking and relationship-building...

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...