Portfolio Management Services Specialist

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...

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...

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...

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...

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...

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...

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...

About UsMudra 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 (individuals and corporates), debt syndication, real estate and strategic business consultancy services...

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...

Job Summary:This role presents an exceptional opportunity to join Ares Wealth Management Solutions, a catalyst for shared prosperity and a better future. As a key member of our US Direct Lending Group, you will provide support for monitoring corporate debt and equity investments, including quarterly valuation and reporting. You will also assist in ongoing...

Job OverviewMudra Portfolio Managers is a financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise. As a Customer Service Manager, you will be responsible for delivering exceptional customer service experience to individual retail and HNI clients.

**Company Overview**Dezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians.Co-founded by seasoned entrepreneurs, Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, we bring together decades of investing expertise from top global financial institutions.We manage investments with active oversight to help both...

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 Portfolio Intelligence Specialist, you will be responsible for promoting Mercer's position in the Delegated Solutions space when it comes to ESG Sustainable Investing. You will work in cutting-edge ESG Sustainable Investing landscape, applying your skills to portfolio analytics and producing high-end research.">About the...

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 OverviewAcme Services is seeking a seasoned professional to lead the renewal portfolio management team. As a key member of our organization, you will be responsible for managing the renewal portfolio and persistency for allocated channels through engagement at all levels.The ideal candidate will have experience in managing renewal portfolios, driving...