Financial portfolio manager

Company DescriptionAscent Financial Solutions Pvt. Ltd., founded in 2009 by Mr. Prakash Lohana, is a pioneer in financial planning and wealth management. The firm is professionally managed and registered with both SEBI and AMFI. Our mission is to transform the financial lives of our clients and bring them peace of mind by resolving financial worries. Ascent...

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...

Role & responsibilitiesDrive personal loan disbursement targets across assigned branches, locations.Plan and execute monthly and quarterly sales strategies to achieve growth in loan volumes and revenue.Generate self-sourced and partner-led leads to ensure a healthy and diversified business pipeline.Regularly monitor application-to-disbursal conversion and...

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,...

Role & responsibilitiesAs a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.Client Acquisition...

Customer portfolio management and customer serviceCustomer quick response over the Phone and EmailProven sales and business development abilitiesTeam Management and Back office portfolio managementDigital Marketing Basic KnowledgeFlexi workingSales incentives

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...

Job PurposeTo manage existing client base and to add more clients.- Maintaining quality of the asset book managed by selfCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomesDuties and Responsibilities-...