Financial portfolio manager

Position Purpose:The Investment Portfolio Advisor will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.Key Responsibilities:Direct Responsibilities-Achieve targets for Net Equalized Assets collected (LS) for the mapped book.Build an incremental...

Summary of the positionWe are seeking a driven and commercially minded Finance Manager (Qualified Accountant) to join our finance team. This role is pivotal in driving financial performance, ensuring robust reporting, and providing insightful analysis. You will manage a small team, partner closely with stakeholders across the business, and play a key role in...

Company DescriptionHDFC Life, one of India's leading private life insurance companies, offers a wide range of individual and group insurance solutions, catering to various customer needs such as protection, pension, savings, investment, and health. Established as a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc,...

Roles and ResponsibilitiesProvide financial advisory services, including investment advisory, portfolio management, and wealth management.Maintain accurate records of client interactions, sales activities, and performance reports.

Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.The Cluster Manager will be responsible for handling team thereby helping and...

We are looking for an experienced Accounts Manager to join our dynamic team at Infinity Associates. In this role, you will manage and execute key financial tasks for a diverse portfolio of clients. The ideal candidate will be a meticulous professional with expertise in accounting, indirect and direct taxation, auditing, and regulatory compliance.Key...

Company DescriptionHDFC Life is one of India's leading private life insurance companies, offering a wide range of individual and group insurance solutions. It is a joint venture between HDFC, India's leading housing finance institution, and abrdn plc, a prominent financial services provider in the UK. HDFC Life's diverse product portfolio caters to various...

Dear Candidate,Greeting from YES BANKKindly acknowledge the mail with your updated resume, interested to apply for the opportunity.Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK:Job Description:Job ResponsibilitiesRelationship Management :Managing the banking and investments relationship and responsible for overall...

Title: Associate Manager - BF&ALocation: Vadodara or RemoteShift: 3pm - 12am ISTWe are seeking a highly motivated and detail-oriented Associate Manager Business and Financial Analytics. The ideal candidate will have a strong background in financial reporting and analysis, with solid technical skills in SQL and Excel, and Python as an added advantage. This...

Designation - Assistant ManagerLocation - JarodCompany - Kosamba Glass Deco Pvt. Ltd. (Corrugation Plant )Experience- 5 to 10 yearsGlimpse of JD:Job Overview:The Costing, Budgeting, and Management Information System (MIS) Manager is responsible for overseeing the financial planning, budgeting, and management of company costs. This role involves managing cost...