Portfolio Relationship Manager

Portfolio Relationship Manager-SME-Sales Wholesale Banking – SME –Portfolio Relationship Manager Grade – Manager/Senior Manager/Chief Manager About the Business SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs ...

Company DescriptionAt Kotak Securities, we cultivate talent and create an environment that values and inspires every individual. Recognized as a Great Place to Work, we uphold transparency, ethical conduct, and a strong work ethic in the financial services sector. We believe in professional growth through internal training and mentorship programs, fostering...

Job Summary:The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions...

Responsibilities:* Manage client relationships through regular communication & meetings* Collaborate with investment team on portfolio strategies* Provide financial advice & product recommendationsAnnual bonusHealth insuranceProvident fund

Greetings from IonixxCharles River IMS Portfolio Management & Risk Consultant (Contract)Location: Remote Duration: 36 months (extendable)Role SummaryWe seek a CRIMS Portfolio Management & Risk Consultant to support portfolio managers and risk analysts in portfolio construction, monitoring, and risk management. The role covers daily support as well as...

Company DescriptionAIONION CAPITAL MARKET is a financial planning stock broking company , which helps clients to build their portfolio for long term invesrments.Role DescriptionThis is a full-time on-site role for a Relationship Manager, located in Chennai. The Relationship Manager will maintain and nurture relationships with key clients, ensure client...

Job description Role & responsibilities Exp. in Private Banking is must .To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

Job Title: Relationship ManagerExperience: 6 – 8 YearsLocation: Chennai & BengaluruNotice Period: Immediate – 30 daysWe are hiring a Relationship Manager to join our teamWhat You'll DoBuild and nurture strong client relationships to drive growth and retentionDrive business growth by acquiring new clients and expand the client basePromote and cross-sell...

Department:Retail Lending – Home Loans, Personal Loans, Auto Loans, LAP, Business Loans etc.Location: Chennai / Pondicherry/ HyderabadReporting to Area HeadRole OverviewThe Senior Relationship Manager / Relationship Manager will be responsible for acquiring, managing, and deepening client relationships in the retail lending segment. The role involves...

Company DescriptionPurnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by "Vasudhaiva Kutumbakam," emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth...