Portfolio Relationship Manager

Key Objective of the Job Main Accountabilities Client Acquisition Lead efforts to acquire new clients in the mid corporate sector identifying prospects and converting them into valuable business relationships Also adding Channel partners Direct selling Agents to multiply the business scope Client Relationship Management Build and maintain...

Role: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...

Job DescriptionWholesale Banking - SME -Portfolio Relationship ManagerGrade - Manager/Senior Manager/Chief ManagerAbout the BusinessSME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needsSpecificationWhat are the areas (in quantitative terms)...

Responsibilities:Develop and maintain strong client relationshipsManage client portfolios and expectationsIdentify new business opportunities through networking and referrals

Founded: 2023Team Size: 40-50Experience: 3- 7+ YearsJob Description - Portfolio Manager – Options / Long-Short / Equities / CommoditiesAbout the RoleWe are looking for a dynamic and results-driven Portfolio Manager to lead and manage proprietary trading strategies across Options / Long-Short / Equities / Commodities. The ideal candidate has a proven track...

Senior Portfolio Manager OpportunityWe are seeking an experienced Senior Relationship Manager to lead our client portfolios and provide tailored financial solutions.Key Responsibilities:Grow and manage high-value client relationships by offering expert financial guidance and advice.Conduct regular meetings with clients to understand their financial...

Job Title:">We are seeking an accomplished Wealth Manager to lead client relationships and drive business growth through investment banking and wealth management.">Key responsibilities include managing client portfolios, analyzing market trends, and identifying opportunities for tailored financial solutions.">A successful candidate will possess excellent...

Founded: 2023 Team Size: 40-50 Experience: 3- 7+ Years Job Description - Portfolio Manager – Options / Long-Short / Equities / Commodities About the Role We are looking for a dynamic and results-driven Portfolio Manager to lead and manage proprietary trading strategies across Options / Long-Short / Equities / Commodities. The ideal candidate has a...

About 2070HealthW Health Ventures has set up India's first healthcare-focused Venture Studio called 2070 Health—an innovation platform that builds transformative healthcare companies from scratch by discovering disruptive opportunities. Distinct from the accelerator approach, our venture studio is closely involved in idea generation, day-to-day operations,...

We are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.Key Responsibilities:Generating business through DSAs,...