Portfolio Relationship Manager

Job Description Company Description KYNG Capital Management is a Portfolio Management Company known for its rational and simplified investment decisions. We defy conventional market consensus and perform uniquely in the investment space. Our approach in selecting and managing portfolios reflects innovation and a clear strategy aimed at achieving optimal...

About The Role  - Needs to have a good knowledge of Local market. Must have experience in that Geography- To understand clients business & provide appropriate products- To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance- To build relationships with key persons in the target segments & build client trust...

We are seeking a results-drivenIT Portfolio Managerto lead strategic oversight of our IT project and application portfolio. You will collaborate with business and technology leaders to align investments, ensure delivery governance, and track performance of key initiatives across the enterprise. Ideal candidates will bring strong program leadership, financial...

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 Description Experience: 3+ Years Job Details: Manage relationship with existing large /Mid corporates under the portfolio for supplier/vendor finance/channel finance/ factoring programs/Invoice funding Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap...

Job Description Experience: 3+ Years Job Details: Manage relationship with existing large /Mid corporates under the portfolio for supplier/vendor finance/channel finance/ factoring programs/Invoice funding Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap...

Job Description Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai , Madurai,Tiruchirapalli, Karur, Tirunelveli If interested Please send your cv to:- [Confidential Information] [HIDDEN TEXT] JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: It's not constrain for...

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...

Job Description This job is provided by apna.co Position: Relationship Manager Location: Guindy, Chennai Employment Type: Full-time Experience: 15 years in Sales / Life Insurance (Direct Channel) Key Responsibilities Build and manage a portfolio of high-net-worth clients Understand client needs and provide customized insurance and investment...

Wealth Relationship Manager (HNI Sales)Role:Responsible for acquiring, managing, and retaining HNI clients (₹35L+ investments) by providing financial planning, investment advisory, and portfolio management.Requirements:- Min. 1+ years experience in Wealth Management/Private Banking/BFSI.- Must have handled HNI clients with a ₹35L+ portfolio.- MBA/PGDM...