Portfolio Manager

Responsibilities:* Manage portfolios for HNI clients* Provide investment advice & mutual fund solutions* Oversee financial planning & risk management* Ensure compliance with regulatory standardsHealth insuranceSales incentivesReferral bonusRetention bonusLeave encashmentMobile bill reimbursements

sales/portfolioa Portfolio Manager - Real Estate Sales (Noida)Company: Walmond Realty Dart Pvt LtdLocation: Noida, Uttar PradeshExperience: 5-10 years (Senior Sales Professional)Compensation: Fixed Salary + High Incentives (Best in Industry)About Walmond Realty Dart Pvt Ltd:Walmond Realty Dart Pvt Ltd is a leading real estate initiative committed to...

Job Title: Portfolio Manager - SalesLocation- Delhi NCRCompany Name: Conquer Planetario Real EstateJob Type: Full-timeAbout Us:Conquer Planetario Real Estate is a leading real estate firm in Dubai, dedicated to delivering exceptional investment outcomes for our clients. We're seeking an experienced Portfolio Manager - Sales to drive sales growth and optimize...

Urgent hiring - Probus Insurance Broking Pvt. Ltd.Location - Mumbai/Noida/Hyderabad/KolkataJob Description: Acquisition of Point of sales persons/ Associates. Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of different Insurers. Give Joint call support to all POSPs along with Direct Sales exposure Accountable for...

Role: Associate / Sr. Associate – VRM (Merchant Onboarding & Portfolio Management)Location: [Noida]Department: Merchant Onboarding & PortfolioReporting To: Team Lead / Manager – OnboardingRole OverviewAs a VRM Associate, you will support merchants in completing their onboarding journey with Paytm Payments Services. The role involves guiding merchants...

Role OverviewWe are seeking a highly motivated and skilled Relationship Manager to join our Digital Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added...

Company DescriptionSMC Global Securities Ltd. is an investment banking company located at 11/6-B, Shanti Chamber, Pusa Road, New Delhi, India. The firm is renowned for its expertise in offering a wide range of financial services to clients. With a strong presence in the Indian market, SMC Global Securities Ltd. is dedicated to providing innovative financial...

Responsibilities:* Manage HNI client portfolios through PMS* Oversee Mutual Funds sales* Drive mutual fund sales and revenue growth* Build and maintain strong relationships with clients

Client Relationship ManagerBudget - 35K-50K per monthExperience 2-3 yrsJob Responsibilities* Manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.* Handle client queries and resolve complaints related to app usage, fund performance, and service issues.* Assist clients with timely renewal of policies,...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chandigarh/NoidaDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...