Current jobs related to Senior Portfolio Manager - Vadodara, Gujarat - Mintskill HR Solutions LLP

  • Senior Portfolio Manager

    2 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Job DescriptionTo excel as a Senior Portfolio Manager at Mintskill HR Solutions LLP, you will be responsible for managing a portfolio of high net worth individual (HNI) clients. Your primary objective will be to cross-sell various products according to the clients' needs, while also acquiring new customers through referrals from existing clients who meet the...

  • Senior Portfolio Manager

    4 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Job SummaryWe are seeking a highly motivated and experienced Senior Portfolio Manager to join our team at Mintskill HR Solutions LLP. The successful candidate will be responsible for managing a portfolio of high net worth individual (HNI) customers and cross-selling various products to meet their needs.Key Responsibilities:Develop and maintain strong...

  • Senior Portfolio Manager

    4 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Job OverviewAs a Senior Portfolio Manager at Mintskill HR Solutions LLP, you will be responsible for managing a portfolio of high net worth individual (HNI) clients. Your primary goal will be to cross-sell various products to clients based on their needs, while also acquiring new customers through referrals from existing clients. You will be required to...

  • Senior Portfolio Manager

    3 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Key ResponsibilitiesDevelop and maintain relationships with high-net-worth individual customers to understand their financial needs and provide tailored solutions.Sell and promote liability products, educating customers on features and benefits.Acquire new customers through referrals from existing customers who meet product criteria.Regularly interact with...

  • Elite Portfolio Manager

    4 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Job Summary: We are seeking a highly skilled Elite Portfolio Manager to join our team at Mintskill HR Solutions LLP. As an Elite Portfolio Manager, you will be responsible for handling a portfolio of high net worth individual (HNI) customers of the bank and cross-selling various products according to their needs.Key Responsibilities:Liability product selling...

  • Portfolio Relationship Manager

    4 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Key Responsibilities:To manage a portfolio of high net worth individual customers and cross-sell various products based on their needs.To sell liability products and educate customers on their features.To acquire new customers through referrals from existing customers who meet product criteria.To maintain regular interaction with customers to build rapport...

  • Strategic Portfolio Manager

    4 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Job DescriptionWe are seeking a highly skilled Strategic Portfolio Manager to join our team at Mintskill HR Solutions LLP. As a key member of our client services team, you will be responsible for managing a portfolio of high net worth individual (HNI) clients.Key Responsibilities:Develop and implement customized investment strategies to meet the unique needs...

  • Collections Portfolio Manager

    4 weeks ago

    Vadodara, Gujarat, India Orange Shark Full time

    Responsibilities :To Manage delinquent portfolio from Bucket X to Education Loan : Ensure timely recovery of delinquent assets, maintain accurate records, and report to the Manager on a daily basis.Deliver 99 % productivity in Bucket X and minimize NPA : Regularly review and analyze portfolio performance, identify areas for improvement, and implement...

  • Strategic Portfolio Manager

    1 week ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    About This RoleWe are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at Mintskill HR Solutions LLP. In this role, you will be responsible for managing a portfolio of UHNI clients and delivering exceptional customer service.

  • Account Portfolio Manager

    3 weeks ago

    Vadodara, Gujarat, India Paytm Full time

    About the Role:As a key account manager at Paytm, you will be responsible for driving and growing revenue for your portfolio of accounts in the region. This involves leveraging various payment and merchant services to achieve business goals.About the Team:You will be part of a collaborative output-driven program that brings cohesiveness across businesses...

  • High Net Worth Portfolio Manager

    3 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Portfolio Management for UHNI ClientsKey Responsibilities:To manage a portfolio of High Net Worth Individual (HNI) clients and cross-sell various products based on their needs.Liability product selling and education on product features.To acquire new clients through referrals from existing customers who meet product criteria.Regular interaction with...

  • Portfolio Manager for High Net Worth Individuals

    4 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Job DescriptionAs a Portfolio Manager for High Net Worth Individuals, you will be responsible for handling a portfolio of HNI customers of the bank and cross-selling various products according to clients' needs. This includes liability product selling, education on product features, and acquiring new customers through referrals from existing customers who...

  • Senior Production Manager

    4 weeks ago

    Vadodara, Gujarat, India Sri Sai Overseas Recruitment Full time

    Job Title: Senior Production ManagerWe are seeking a highly motivated and experienced individual to fill the role of Senior Production Manager. This senior-level position will be based at our headquarters and is a full-time role.Key Responsibilities:Supervise and coordinate all production activities to ensure adherence to quality standards and...

  • Senior Graphic Designer

    4 weeks ago

    Vadodara, Gujarat, India ACOEM Full time

    At Acoem, we create environments of possibilityWe deliver unrivalled, interoperable AI-powered sensors and ecosystems that empower our customers to make enlightened decisions based on accurate information.Together with 200+ distributors, our 1000+ employees work across 28 offices, 5 manufacturing facilities and 3 R&D centres in 11 countries– to provide...

  • Senior Financial Strategist

    4 weeks ago

    Vadodara, Gujarat, India ATLAS Transformers India Limited Full time

    About UsAtlas Transformers India Limited is a leading player in the transformer export industry.Job OverviewWe are seeking a highly experienced and strategic Chief Financial Officer (CFO) to oversee all financial aspects of the company and drive the company's financial strategy and planning.Key Responsibilities Lead the financial planning and analysis...

  • Senior Financial Manager

    4 weeks ago

    Vadodara, Gujarat, India Neelam Enterprise Full time

    As a key member of Neelam Enterprise's financial team, the **Senior Financial Manager** will be responsible for overseeing the cash management of numerous qualified settlement funds resulting from mass tort litigations.Key responsibilities include generating and processing transactions with vendors, claimants, and law firms as funds become available.The...

  • Senior Accounting Manager

    2 weeks ago

    Vadodara, Gujarat, India Nibodhah Full time

    Job Title: Senior Accounting ManagerJob Summary:Nibodhah is seeking an experienced Senior Accounting Manager to lead our accounting team. The ideal candidate will have a strong background in financial management, team leadership, and problem-solving.Key Responsibilities:Lead the accounting team in financial reporting, budgeting, and forecasting.Develop and...

  • Senior Financial Advisor

    2 weeks ago

    Vadodara, Gujarat, India Hensex Securities Pvt Ltd. Full time

    Company OverviewHensex Securities Pvt. Ltd. is a leading financial services provider in India, committed to innovation and excellence. With a diverse client base, we cater to the needs of retail customers, high net worth individuals, and corporates. Our headquarters in Jodhpur serves as a hub for our nationwide network.Job OverviewThe Senior Financial...

  • Senior Graphic Designer

    4 weeks ago

    Vadodara, Gujarat, India ACOEM Full time

    At Acoem, we strive to create innovative visual experiencesWe are seeking a skilled Senior Graphic Designer to join our team and contribute to the development of our marketing materials.Your key responsibilities will include:Designing and creating high-quality visual content, including graphics, illustrations, and infographicsManaging multiple projects...

  • Senior Project Manager

    3 weeks ago

    Vadodara, Gujarat, India VikingCloud India Full time

    About VikingCloudVikingCloud is a leading provider of Predict-to-Prevent cybersecurity and compliance solutions.Job DescriptionThe Senior Project Manager will be part of the PMO team, responsible for defining and implementing PMO processes and procedures.The PMO team delivers programs of work relating to organizational strategy, and the Senior Project...

Senior Portfolio Manager

4 weeks ago

Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time
Job Summary

We are seeking a highly motivated and experienced Senior Portfolio Manager to join our team at Mintskill HR Solutions LLP. The successful candidate will be responsible for managing a portfolio of high net worth individuals (HNIs) and cross-selling various products to meet their needs.

Key Responsibilities
  • Manage a portfolio of HNI customers and identify opportunities to cross-sell products
  • Develop and maintain strong relationships with customers to understand their needs and preferences
  • Acquire new customers through referrals and other means
  • Enhance the overall value of the portfolio by increasing revenue and reducing attrition
  • Maintain high-quality portfolio hygiene parameters
  • Cross-sell third-party products based on customer needs
  • Collaborate with supervisors to achieve defined process goals
  • Offer advisory services to customers based on their requirements
  • Control attrition and achieve revenue targets
Requirements
  • Graduate with 3-5 years of experience or Post Graduate with 2-3 years of experience
  • Customer orientation and high energy drive
  • AMFI/IRDA certification is preferred