Client Portfolio Manager
2 weeks ago
Job Overview
We are seeking a skilled Client Portfolio Manager to join our team at Daxx. As a Client Portfolio Manager, you will be responsible for managing and growing a portfolio of accounts in India. This role requires a local presence to ensure we continue to serve our customers to the highest level and identify new opportunities within client accounts.
Key Responsibilities
- Develop and maintain client relationships and drive profitable growth.
- Identify and nurture new opportunities by collaborating with key decision makers from client teams.
- Maintain a close relationship with key client sponsors at senior management level to discuss their key business challenges and engage on solutions.
- Conduct regular reviews with client stakeholders and monthly and quarterly business reviews with key client and internal stakeholders.
- Drive new proposals from opportunity qualification to contract execution and account setup.
- Create, manage, and execute account plans, covering account financials, executive mapping, growth campaigns, and competitive landscape.
- Promote Grid Dynamics by creating public case studies and using client references to generate new leads.
- Work collaboratively with account delivery management on resource planning and tracking to maximize revenue target numbers.
Requirements
- 10+ years in a client-facing role as a Client Success Partner or Account Manager, managing a portfolio of multiple accounts, amounting to at least $10m.
- Experience in running complex digital transformation programs for mid to large-scale clients, with demonstrable examples of leading such engagements from ideation through execution and support.
- Demonstrable success in upselling and cross-selling digital services, using creative problem-solving approaches.
- Skilled in identifying buying factors and ability to position services effectively.
- Ability to lead with confidence through ambiguity.
- Aptitude to learn new technology concepts quickly and apply them in real conversations to generate new opportunities.
- Strong communication and leadership skills, with the ability to work within a multi-geo, multi-culture, cross-functional team.
What We Offer
- Opportunity to work on bleeding-edge projects.
- Work with a highly motivated and dedicated team.
- Competitive salary.
- Flexible schedule.
- Benefits package, including medical insurance and sports.
- Corporate social events.
- Professional development opportunities.
- Well-equipped office.
About Us
Grid Dynamics is an enterprise AI company, supported by profound expertise and ongoing investment in data, analytics, cloud, DevOps, application modernization, and customer experience. Founded in 2006, Grid Dynamics is headquartered in Silicon Valley with offices across the Americas, Europe, and India.
-
Client Portfolio Manager
4 days ago
Bengaluru, Karnataka, India Daxx Full timeAbout the RoleWe are seeking a Client Portfolio Manager to manage and grow a portfolio of accounts in India. This role requires a local presence to ensure continued high-level service to our customers and to identify and win new opportunities within client accounts and build relationships with new clients.ResponsibilitiesDevelop and maintain client...
-
Client Portfolio Manager
2 weeks ago
Bengaluru, Karnataka, India Daxx Full timeKey ResponsibilitiesWe are seeking a professional to manage and grow a portfolio of accounts in India, focusing on developing and maintaining client relationships and driving profitable growth.The ideal candidate will have experience in running complex digital transformation programs and a proven track record of building and maintaining long-term client...
-
Portfolio Management Associate
2 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout the RoleWe are seeking a talented professional to join our Multi-Asset Solutions (MAS) Portfolio Management team as an Analyst/Associate in Bengaluru. As a member of the team, you will be responsible for helping with all aspects of the construction and management of portfolios, bringing the MAS investment philosophy to bear for our client portfolios...
-
Portfolio Manager Associate
2 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout the RoleGoldman Sachs is seeking a highly motivated and detail-oriented individual to join our Multi-Asset Solutions Portfolio Management team as a Portfolio Management Associate. The successful candidate will be responsible for helping with all aspects of the construction and management of portfolios, bringing the MAS investment philosophy to bear for...
-
Portfolio Management Associate
7 days ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout the RoleWe are seeking a highly skilled and motivated Portfolio Management Associate to join our Multi-Asset Solutions team at Goldman Sachs. As a key member of our team, you will be responsible for helping to manage and analyze investment portfolios, working closely with senior portfolio managers to execute strategic and dynamic investment ideas.Key...
-
Portfolio Management Associate
2 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout the RoleWe are seeking a highly skilled and motivated Portfolio Management Associate to join our Multi-Asset Solutions team at Goldman Sachs. As a key member of our team, you will be responsible for helping to manage and maintain our clients' investment portfolios, ensuring that their financial goals and objectives are met.Key ResponsibilitiesAssist in...
-
Strategic Portfolio Manager
1 week ago
Bengaluru, Karnataka, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full timeJob Title: Strategic Portfolio ManagerJob Summary:We are seeking a highly skilled Strategic Portfolio Manager to join our team at ARDOR TALENT SOLUTIONS PRIVATE LIMITED. This role is critical for conducting detailed portfolio reviews and acquiring new clients.Key Responsibilities:Conduct portfolio reviews for large relationships in collaboration with...
-
Corporate Portfolio Manager
4 days ago
Bengaluru, Karnataka, India KreditBee Full timeJob Title: Corporate Portfolio ManagerAt KreditBee, we are seeking a highly skilled Corporate Portfolio Manager to drive anchor sales with companies having annual revenues ranging from ₹50 to ₹1,000 crore. As a key member of our team, you will be responsible for designing and implementing Go-to-Market (GTM) strategies for anchor clients, building,...
-
Portfolio Management Associate
4 days ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Portfolio Management Associate to join our Multi-Asset Solutions (MAS) Portfolio Management team in Bengaluru. As a member of the team, you will be responsible for helping with all aspects of the construction and management of portfolios that bring the MAS investment philosophy to bear for...
-
Portfolio Strategist
3 weeks ago
Bengaluru, Karnataka, India Talent Corner Full timeRoles and ResponsibilitiesWe are seeking a skilled Portfolio Manager to join our team at Talent Corner. The ideal candidate will have expertise in creating and managing tailored portfolios for clients that meet their financial needs and requirements.Key Responsibilities:Develop and implement portfolio strategies that align with client goals and risk...
-
Investment Portfolio Manager
3 weeks ago
Bengaluru, Karnataka, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full timeJob Title: Investment CounselorWe are seeking a highly skilled Investment Counselor to join our dynamic team at ARDOR TALENT SOLUTIONS PRIVATE LIMITED. This role is critical for conducting detailed portfolio reviews, acquiring new clients, and supporting business planning efforts.Key Responsibilities:Conduct portfolio reviews for large relationships in...
-
Investment Portfolio Manager
3 weeks ago
Bengaluru, Karnataka, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full timeJob Title: Investment CounselorWe are seeking a highly skilled Investment Counselor to join our dynamic team at ARDOR TALENT SOLUTIONS PRIVATE LIMITED. This role is critical for conducting detailed portfolio reviews, acquiring new clients, and supporting business planning efforts.Key Responsibilities:Conduct portfolio reviews for large relationships in...
-
Portfolio Strategist
1 week ago
Bengaluru, Karnataka, India Talent Corner Full timeRoles and ResponsibilitiesJob SummaryTalent Corner is seeking a skilled Portfolio Manager to create and manage tailored portfolios for clients, aligning financial instruments to meet client goals.Key ResponsibilitiesDevelop and implement portfolio strategies to meet client needs.Conduct market research to identify investment opportunities.Collaborate with...
-
Senior Portfolio Manager
4 days ago
Bengaluru, Karnataka, India 0797 Deutsche Bank Aktiengesellschaft, Filiale Bangalore Full timeJob SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our team at Deutsche Bank Aktiengesellschaft, Filiale Bangalore. The ideal candidate will have experience in servicing or sourcing clients of 20 lacs+ relationship and excellent communication in English.Key ResponsibilitiesAssist Head RM in executing successful micro-events for...
-
Portfolio Strategist
2 weeks ago
Bengaluru, Karnataka, India Talent Corner Full timeKey ResponsibilitiesWe are seeking an experienced Portfolio Manager to join Talent Corner. The ideal candidate will have a proven track record of creating and managing tailored portfolios for clients.Key RequirementsCreating and managing portfolios for clients that meet their financial needs and requirementsGenerating revenues by aligning appropriate...
-
Investment Portfolio Manager
2 weeks ago
Bengaluru, Karnataka, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full timeJob Title: Investment CounselorJob Summary:ARDOR TALENT SOLUTIONS PRIVATE LIMITED is seeking a highly skilled Investment Counselor to join their dynamic team based in Delhi. This role is critical for conducting detailed portfolio reviews, acquiring new clients, and supporting business planning efforts.Key Responsibilities:• Conduct portfolio reviews for...
-
Portfolio Executive
3 weeks ago
Bengaluru, Karnataka, India Talent Corner Full timeRoles and ResponsibilitiesAt Talent Corner, we are seeking a skilled Portfolio Executive to create and manage tailored portfolios for clients. The ideal candidate will have expertise in aligning financial instruments to meet client goals and generate revenue.Key ResponsibilitiesDevelop and implement portfolio strategies to meet client needsCollaborate with...
-
Debt Portfolio Manager
2 weeks ago
Bengaluru, Karnataka, India IDFC FIRST Bank Full timeJob Summary:We are seeking a highly skilled and experienced Debt Portfolio Manager to join our team at IDFC FIRST Bank. The successful candidate will be responsible for managing a team and coordinating operational recovery activities for an area credit portfolio in their assigned territory.Key Responsibilities:Manage a team of collectors and coordinate...
-
CIB Portfolio Manager
3 weeks ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this Role:Wells Fargo is seeking a highly skilled CIB Portfolio Manager to join our team.Key Responsibilities:Review and analyze monthly servicer/collateral reports from clients to ensure completeness and accuracy of information, and monitor underlying collateral performance, including adherence to borrowing base, covenants, deal triggers, and tracking...
-
Product Manager
2 weeks ago
Bengaluru, Karnataka, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full timePortfolio ManagementAs a Portfolio Management Leader at ARDOR TALENT SOLUTIONS PRIVATE LIMITED, you will be responsible for handling a portfolio of MSME/Mid corporate PL consumer segment. This involves working on product development and process setup for new business units/verticals. You will also be responsible for manager evaluation and onboarding of NBFC...