Financial Portfolio Specialist

Job Overview:The Financial Portfolio Specialist is responsible for overseeing the financial affairs of clients, including personal investments, wealth management, and taxation. This role requires strong analytical and problem-solving skills to identify opportunities and mitigate risks.Key Responsibilities:Analyzing client financial data to develop...

Portfolio Management Specialist RoleAs a Portfolio Management Specialist, you will play a key role in overseeing the performance of our financial institution clients. Your primary responsibility will be to manage a portfolio of 35-40 Financial Institution (FI) clients, undertaking detailed due diligence on borrowers and industries, and preparing credit...

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...

Job Summary:A Collection Analyst position is available for a highly motivated and organized individual to manage and assume responsibility for all aspects of credit extension and collection for a specific portfolio of customers.The incumbent will report to the department manager and be responsible for the execution of credit/collections processing to ensure...

Portfolio Development SpecialistJob Overview:The Portfolio Development Specialist is responsible for driving the growth of client portfolios through strategic investment advice and relationship management.Key Responsibilities:Maintain NISM 8 & NISM 5A certification to stay updated on industry regulations.Focus on achieving a balance between revenue growth...

Portfolio Analyst Specialist We are seeking a highly skilled and experienced Portfolio Analyst to join our team. The successful candidate will have a strong background in financial markets, excellent analytical skills, and the ability to communicate complex ideas effectively. About the Role: Performance analysis and attribution: absolute and relative...

Lead Portfolio Manager & Advisory Services Specialist - Mumbai LocationJob Description:We are seeking a highly skilled Lead Portfolio Manager and Advisory Services Specialist to join our team in Mumbai. This is a full-time on-site role that involves overseeing Portfolio Management Services.The successful candidate will be responsible for providing advisory...

Job Title: Investment StrategistKey Responsibilities:Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.Conduct regular portfolio reviews and risk assessments to optimize client investments.Identify and onboard...

Key Investment Role: We are seeking a seasoned investment professional to drive growth equity origination, due diligence, financial analysis, and portfolio management across diverse sectors and geographies.Responsibilities:Lead in-depth assessments of business and market risks associated with growth equity investmentsConduct rigorous macroeconomic and market...

Senior Wealth Manager RoleWe are seeking a skilled and experienced Senior Wealth Manager to enhance our team's capabilities.The ideal candidate will possess significant experience in the Indian financial services market, an existing clientele base, and a proven track record of delivering comprehensive wealth management solutions.Key...