Portfolio Manager
1 month ago
- Client Management: Foster strong relationships with clients to understand their financial goals and risk tolerance.
- Investment Strategies: Develop and implement tailored investment plans to achieve clients' objectives.
- Market Analysis: Stay up-to-date with market trends and provide regular updates to clients on market changes and portfolio performance.
- Revenue Growth: Focus on achieving healthy revenues while ensuring clients' profitability.
- Client Acquisition: Identify new business opportunities and build relationships with potential clients.
- Product Sales: Sell third-party financial products to clients.
- Market Intelligence: Stay informed about market news, financial trends, and current affairs.
- Client Meetings: Conduct regular meetings with clients to discuss portfolio performance and provide updates.
- Strong Communication Skills: Effective communication with clients and internal stakeholders.
- Financial Knowledge: In-depth understanding of financial markets, products, and services.
- Analytical Skills: Ability to analyze complex financial data and make informed decisions.
- Business Acumen: Understanding of business principles and practices.
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Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India E902 DWS India Private Limited, Maharashtra Branch Full timeAbout the RoleThe Portfolio Analyst will work closely with the European and US Passive Portfolio Management team to monitor index changes and corporate actions, and portfolio cash flow analysis. The ideal candidate will have a strong understanding of Equity / Fixed income assistant portfolio management and be proficient in Microsoft Office, Bloomberg, and...
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Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timeJob DescriptionAs a Portfolio Manager at DBS Bank, you will play a crucial role in helping our customers achieve their financial goals. With a strong focus on portfolio evaluation and investment product development, you will work closely with our team of experts to provide our clients with tailored investment solutions.Grow investment assets under management...
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Portfolio Manager
1 month ago
Mumbai, Maharashtra, India Artha Group Full timeAbout Artha GroupArtha Group is a leading venture capital and private equity firm, managing over ₹1,000 crores across multiple funds. We invest in high-potential startups and focus on driving growth and innovation.Role OverviewWe are seeking a talented Portfolio Analyst to join our team. This role is a stepping stone to becoming an Associate within our...
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Portfolio Analyst
4 weeks ago
Mumbai, Maharashtra, India Apollo Global Management, Inc. Full timeAbout the RoleApollo Global Management, Inc. is seeking a highly skilled Portfolio Analyst to join our Credit Portfolio Management team. As a key member of our team, you will be responsible for providing critical support to our senior portfolio managers in the analysis and management of our multi-credit funds.Key ResponsibilitiesDevelop and maintain complex...
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Portfolio Management Specialist
4 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timeJob SummaryWe are seeking a skilled Portfolio Management Specialist to join our team at DBS Bank. As a key member of our portfolio management team, you will be responsible for managing and analyzing our portfolio of loans and other financial assets.Key ResponsibilitiesConduct thorough analysis of our portfolio to identify potential risks and opportunities...
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Portfolio Management Specialist
1 month ago
Mumbai, Maharashtra, India DBS Bank Full timePortfolio Management RoleDBS Bank is seeking a skilled Portfolio Management Specialist to join our team. In this role, you will be responsible for managing and analyzing portfolios to identify potential risks and opportunities.Key Responsibilities:Conduct thorough analysis of portfolio data to identify trends and patterns.Develop and implement strategies to...
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Senior Portfolio Analyst
3 weeks ago
Mumbai, Maharashtra, India Apollo Global Management, Inc. Full timeAbout the Role:Apollo Global Management, Inc. is seeking a skilled Credit Portfolio Analyst to join its team. As a key member of the Credit business, you will play a vital role in portfolio reporting, analytics, and management support.Responsibilities include:Developing and maintaining portfolio models for individual commingled funds and separately managed...
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Senior Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India IDFC FIRST Bank Full timeJob Title – Senior Product ManagerFunction – Retail BankingJob Purpose:Effective portfolio management is essential in Business Banking for maintaining a healthy lending portfolio. Responsible for driving effective portfolio engagement to increase deepening and wallet share. Maintains the quality of the book and provides various inputs/dashboards to the...
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Senior Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India SMIFS LIMITED Full timeAbout the Role:We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at SMIFS Limited. As a key member of our Portfolio Management Services team, you will be responsible for managing client portfolios and providing expert financial advice to ensure optimal returns.Key Responsibilities:Manage client portfolios, including...
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Senior Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeJob Title: Senior Portfolio ManagerLead a team of private wealth managers in managing client portfolios, ensuring alignment with client goals and risk tolerance.Develop and implement investment strategies for high net worth individuals and families.Conduct regular portfolio reviews to ensure optimal asset allocation and rebalancing.Provide exceptional client...
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Portfolio Management Specialist
2 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timeJob SummaryWe are seeking a skilled Portfolio Management Specialist to join our team at DBS Bank. The successful candidate will be responsible for managing portfolios, designing pool parameters, and conducting physical due diligence on the portfolio.Key ResponsibilitiesPortfolio management and assessmentPool parameter design and physical due diligenceNPA...
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Senior Portfolio Analyst
4 weeks ago
Mumbai, Maharashtra, India Apollo Global Management, Inc. Full timeAbout the RoleApollo Global Management, Inc. is seeking a highly skilled Portfolio Analyst to join our Credit team. As a key member of our team, you will be responsible for providing critical support to our senior portfolio managers in the analysis and management of our multi-credit funds.Key ResponsibilitiesDevelop and maintain complex financial models to...
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Portfolio Management Leader
5 days ago
Mumbai, Maharashtra, India equentis Full timeCompany Overviewequentis is a leading online non-discretionary equity advisory company, regulated by SEBI and established in 2009. We offer tailored research reports and are proud to have been at the forefront of the Indian equity markets for over a decade.Job DescriptionThe Head of Portfolio Management Sales will be responsible for overseeing the firm's...
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Insurance Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India madhuban Motors Pvt. Ltd. Full timeInsurance Portfolio ManagementWe are seeking an Insurance Portfolio Manager to join our team at madhuban Motors Pvt. Ltd.Key Responsibilities:Manage a portfolio of insurance policies to maximize revenue and minimize losses.Develop and implement strategies to increase sales and improve customer satisfaction.Collaborate with cross-functional teams to ensure...
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Portfolio Management Specialist
1 month ago
Mumbai, Maharashtra, India Piramal Enterprises Limited Full timeKey Responsibilities• Submit timely and accurate monthly/quarterly monitoring reports to senior management• Ensure timely interest and principal repayments, maintaining a strong focus on credit and financial principles• Conduct market research and competitive analysis to inform portfolio management decisions• Coordinate with stakeholders to gather...
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Portfolio Management Specialist
2 weeks ago
Mumbai, Maharashtra, India Peoplenomic Full timeJob SummaryPeoplenomic seeks a highly skilled Portfolio Management Specialist to join our team. As a key member of our Investment Compliances department, you will be responsible for ensuring the smooth operation of our Mutual Funds, Alternative Investment Funds, and Portfolio Management Services businesses.Key Responsibilities:Collaborate closely with our...
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Portfolio Management Specialist
4 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timePortfolio Management RoleAs a Portfolio Management Specialist at DBS Bank, you will be responsible for managing and analyzing portfolios of DA and Co-lending partnerships. Your key responsibilities will include: Analyzing static pool and dynamic portfolio cuts to estimate losses Designing pool selection criteria based on static/dynamic cuts and previous...
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Insurance Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India Mialtus Insurance Broking Pvt Ltd Full timeCompany OverviewMialtus Insurance Broking Pvt Ltd is a professional services firm that specializes in Insurance Broking and Risk Management Consulting. We prioritize building long-lasting relationships with our clients and believe in delivering value-driven solutions.Job OverviewWe are seeking an experienced Insurance Portfolio Manager to join our team at...
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Country Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Pfizer Full timeJob Summary:Brand Management for the Gyne portfolio is a key responsibility of this role. The successful candidate will develop a brand plan that maximizes patient impact and drives financial objectives within the brand or category sub-segment. This plan will be aligned with the overall accountability of the Country Business Lead.Key Responsibilities:Manage...
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Portfolio Management Specialist
2 weeks ago
Mumbai, Maharashtra, India Chestertons Full timeJob Title: Portfolio Management SpecialistWe are currently recruiting for an experienced Property Operations Manager to join our established Portfolio Management Department. The ideal candidate will have approximately 2 years' experience in property management and will be dealing with High Net Worth clients.Main Responsibilities:• Liaising with landlords...