AVP - Portfolio advisory

Position Title : Sr Manager / AVP Function: Advisory Location: Mumbai Qualifications: CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools) Work Experience (highlight) : 5-7 years in Advisory role with Wealth Management firms Core Purpose of the Role : ...

Job DescriptionPortfolio Manager, AVPPosition OverviewJob Title:Portfolio ManagerLocation: Mumbai, IndiaCorporate Title: AVPRole DescriptionRisk & Portfolio Management (RPM) is part of the global Trade Finance and Lending (TF&L) group and is responsible for developing and coordinating a comprehensive risk-to-revenue strategy to maximize portfolio...

**Role Summary**We are looking for an accomplished AVP - Credit Portfolio Manager to join our team in Mumbai. As a key member of our corporate banking division, you will be responsible for creating notes for corporate clients' credit appraisals, ensuring that risk assessments are conducted effectively, and developing a deep understanding of the terms and...

Our MissionRockstud Capital aims to provide innovative alternative investment solutions, empowering businesses to grow and thrive. As a pioneer in the field, we offer comprehensive services, including fund management, portfolio management, and strategic investment advice. Our dedicated team in Mumbai works tirelessly to deliver exceptional results,...

Company OverviewCorenza is a renowned wealth advisory firm dedicated to providing expert financial guidance to individuals and families. With over 20 years of experience, we have established a reputation for excellence and innovation in the financial industry.We are seeking a highly skilled Wealth Advisory Specialist to join our team. In this role, you will...

Opportunity to work with a leading NBFC Opportunity to work directly with senior management About Our Client Our client is a leading NBFC with brand presence in over 100 global markets and employing over 15000 people Job Description * Serve as the primary point of contact for retail business compliance * To review retail products/ new...

Job OverviewWe are seeking an experienced AVP to join our team as a Risk Policy Manager - Digital Partnerships. This role involves formulating and managing risk policies for various program offerings in partnership with Fintech LSPs.ResponsibilitiesRisk Policy Development: Develop and manage partner assessment framework for evaluating new Fintech...

Job SummaryThe AVP - Business Expansion Strategist will be responsible for driving revenue growth, acquiring new B2B clients, managing strategic partnerships, and ensuring overall business profitability.ResponsibilitiesDevelop strategic initiatives to enhance the digital payments portfolio and stay ahead of market trends.Engage with industry bodies to...

As a Portfolio Advisor at the deVere Group, you will have the opportunity to work with a diverse range of high net worth clients, helping them to achieve their financial goals through personalized investment advice and guidance. Your primary responsibility will be to manage and grow a portfolio of clients, developing tailored investment strategies that meet...

Job Description- Responsibilities- :Conducting research and analysis on financial products, including equities, fixed income, and alternative investments- Contributing to the development of financial advisory ecosystem by building models, automating processes, and creating tools to support the advisory processes- Using data and quantitative analysis to...

Job DescriptionHi,This is regarding job opportunity with leading private bank.Designation: Senior Manager/AVP - Credit - Corporate bankingLocation: MumbaiExperience: 3-8 yearsRole & Responsibilities:- Creating notes for corporate clients&apos credit appraisals.- Talk about terms and conditions for risk assessments with the business.- Have conversations with...

Responsibilities:Conducting research and analysis on financial products, including equities, fixed income, and alternative investmentsContributing to the development of financial advisory ecosystem by building models, automating processes, and creating tools to support the advisory processesUsing data and quantitative analysis to generate insights and...

Opportunity to work with one of the leading life insurance companies in India Competitive Pay About Our Client This enterprise is a well-established and leading player in the insurance sector, with a team strength exceeding 10,000. They have an extensive presence across India, offering a diverse range of insurance products. Job Description ...

Job DescriptionCredit Policy and Portfolio, PB - AVPPosition OverviewIn Scope of Position based Promotions (INTERNAL only)Job Title: Head - Credit Policy and Portfolio, PB (ex-WM) - AVPLocation: Mumbai, IndiaRole DescriptionTo manage the Credit Policy and Portfolio for the Private Bank (ex-WM) in IndiaWhat we'll offer youAs part of our flexible scheme, here...

Consultant Portfolio ValuationsKroll provides clients with Valuation Advisory Services Corporate Finance Governance Risk Investigations Disputes and Cyber Risk operational support services to the firm s subsidiaries across the globe The Global Business Solutions GBS - Portfolio Valuations Advisory Services teams in India operates as an extension of...

Job DescriptionHead - Credit Policy and Portfolio, PB (ex-WM) - AVPPosition OverviewIn Scope of Position based Promotions (INTERNAL only)Job Title: Head - Credit Policy and Portfolio, PB (ex-WM) - AVPLocation: Mumbai, IndiaRole DescriptionTo manage the Credit Policy and Portfolio for the Private Bank (ex-WM) in IndiaWhat we'll offer youAs part of our...

Job DescriptionCredit Officer, AVPPosition OverviewJob Title: Credit Officer, AVPLocation: Mumbai, IndiaRole Description- Risk division has a fundamental responsibility to protect the Bank. With group-wide responsibility for the management and control of credit, market, operational and reputational risks, we have a unique vantage point which allows us a...

About CompanyCorenza is a leading wealth advisory firm that has been providing expert financial guidance for over two decades. Our mission is to empower individuals and families to achieve their long-term financial goals through innovative solutions and personalized service.We are currently seeking a Portfolio Manager Professional to join our team. In this...

**Job Overview:**Karyarth is a leading financial services provider, and we are seeking an experienced Wealth Manager to join our team. This role will involve acquiring and advising high net worth individuals (HNIs) and building strong relationships with them.About the Role:Acquire and advise HNI clients, leading affluent and super-affluent client base from...

Job DescriptionTrading Enabler, AVPPosition OverviewJob Title -Trading Enabler, AVPLocation -Mumbai, IndiaRole Description- Deutsche Bank's markets business offers a fully-integrated and global product platform. With unrivalled breadth and superior execution capabilities, we are dedicated to making markets and providing client solutions in a wide range of...